AWM
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Axxcess Wealth Management’s Automatic Data Processing ADP Stock Holding History

Axxcess Wealth Management’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.35M Sell
10,474
-26,269
-71% -$5.61M 0.04% 367
2026
Q1 		$7.47M Buy
36,743
+953
+3% +$219K 0.24% 88
2025
Q4 		$9.21M Buy
35,790
+2,737
+8% +$729K 0.16% 128
2025
Q3 		$9.7M Sell
33,053
-1,498
-4% -$451K 0.21% 91
2025
Q2 		$10.7M Buy
34,551
+73
+0.2% +$22.4K 0.25% 77
2025
Q1 		$10.5M Sell
34,478
-63
-0.2% -$19K 0.28% 72
2024
Q4 		$10.1M Sell
34,541
-474
-1% -$140K 0.24% 73
2024
Q3 		$9.69M Buy
35,015
+2,247
+7% +$588K 0.24% 75
2024
Q2 		$7.82M Sell
32,768
-7,864
-19% -$1.93M 0.21% 89
2024
Q1 		$10.1M Buy
40,632
+83
+0.2% +$20.3K 0.28% 75
2023
Q4 		$9.45M Buy
40,549
+1,658
+4% +$386K 0.27% 81
2023
Q3 		$9.36M Buy
38,891
+10,155
+35% +$2.48M 0.32% 70
2023
Q2 		$6.32M Sell
28,736
-4,366
-13% -$941K 0.46% 48
2023
Q1 		$7.37M Buy
33,102
+451
+1% +$102K 0.56% 36
2022
Q4 		$7.8M Buy
32,651
+10,719
+49% +$2.63M 0.64% 29
2022
Q3 		$4.96M Buy
21,932
+3,237
+17% +$764K 0.47% 42
2022
Q2 		$3.93M Buy
18,695
+246
+1% +$53.9K 0.36% 61
2022
Q1 		$4.2M Buy
18,449
+381
+2% +$81.6K 0.33% 65
2021
Q4 		$4.46M Buy
+18,068
New +$4.09M 0.33% 61

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Axxcess Wealth Management's ADP Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Automatic Data Processing (ADP) stake by 71% in Q2 2026, selling an estimated $5.61M and leaving 10,474 shares worth $2.35M. The position accounts for 0.04% of the portfolio, ranked #367.

Axxcess Wealth Management first reported a position in ADP in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.7M in Q2 2025. 1,053 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Axxcess Wealth Management held 10,474 shares of Automatic Data Processing worth $2.35M as of Q2 2026.
  • Axxcess Wealth Management sold 26,269 Automatic Data Processing shares in Q2 2026, an estimated $5.61M.
  • Automatic Data Processing made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Axxcess Wealth Management first reported a position in Automatic Data Processing in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Automatic Data Processing position peaked at $10.7M in Q2 2025.
  • 1,053 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.