Axxcess Wealth Management
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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
Q3 		$1.7M Sell
6,570
-3,904
-37% -$1.04M 0.07% 270
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 		$9.7M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Axxcess Wealth Management's ADP Position: Q3 2026 in Review

Axxcess Wealth Management reduced its Automatic Data Processing (ADP) stake by 37% in Q3 2026, selling an estimated $1.04M and leaving 6,570 shares worth $1.7M. The position accounts for 0.07% of the portfolio, ranked #270.

Axxcess Wealth Management first reported a position in ADP in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.7M in Q2 2025. 1,410 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Axxcess Wealth Management held 6,570 shares of Automatic Data Processing worth $1.7M as of Q3 2026.
  • Axxcess Wealth Management sold 3,904 Automatic Data Processing shares in Q3 2026, an estimated $1.04M.
  • Automatic Data Processing made up 0.07% of Axxcess Wealth Management's portfolio in Q3 2026, its #270 holding.
  • Axxcess Wealth Management first reported a position in Automatic Data Processing in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's Automatic Data Processing position peaked at $10.7M in Q2 2025.
  • 1,410 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.