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Baker Tilly Wealth Management’s Automatic Data Processing ADP Stock Holding History

Baker Tilly 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 		$1.01M Sell
4,529
-855
-16% -$183K 0.22% 88
2026
Q1 		$1.09M Buy
5,384
+1,232
+30% +$282K 0.27% 71
2025
Q4 		$1.07M Buy
4,152
+2,721
+190% +$724K 0.26% 74
2025
Q3 		$420K Buy
1,431
+38
+3% +$11.4K 0.09% 170
2025
Q2 		$430K Buy
1,393
+25
+2% +$7.68K 0.15% 140
2025
Q1 		$418K Buy
1,368
+143
+12% +$43.1K 0.16% 135
2024
Q4 		$359K Sell
1,225
-2
-0.2% -$591 0.14% 166
2024
Q3 		$340K Buy
1,227
+202
+20% +$52.8K 0.15% 164
2024
Q2 		$245K Sell
1,025
-1,092
-52% -$268K 0.1% 231
2024
Q1 		$529K Sell
2,117
-493
-19% -$120K 0.1% 237
2023
Q4 		$608K Sell
2,610
-216
-8% -$50.3K 0.1% 227
2023
Q3 		$680K Sell
2,826
-761
-21% -$186K 0.11% 186
2023
Q2 		$788K Buy
3,587
+215
+6% +$46.4K 0.08% 244
2023
Q1 		$751K Buy
3,372
+268
+9% +$60.5K 0.08% 248
2022
Q4 		$741K Sell
3,104
-840
-21% -$206K 0.09% 242
2022
Q3 		$892K Sell
3,944
-7
-0.2% -$1.65K 0.12% 186
2022
Q2 		$830K Sell
3,951
-127
-3% -$27.8K 0.11% 207
2022
Q1 		$928K Sell
4,078
-2,716
-40% -$582K 0.1% 209
2021
Q4 		$1.68M Buy
6,794
+1,343
+25% +$304K 0.18% 116
2021
Q3 		$1.09M Buy
5,451
+560
+11% +$115K 0.14% 147
2021
Q2 		$971K Buy
4,891
+441
+10% +$85.7K 0.16% 149
2021
Q1 		$839K Buy
4,450
+1,975
+80% +$343K 0.17% 147
2020
Q4 		$436K Buy
+2,475
New +$406K 0.13% 168

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Baker Tilly Wealth Management's ADP Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Automatic Data Processing (ADP) stake by 16% in Q2 2026, selling an estimated $183K and leaving 4,529 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #88.

Baker Tilly Wealth Management first reported a position in ADP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.68M in Q4 2021. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Baker Tilly Wealth Management held 4,529 shares of Automatic Data Processing worth $1.01M as of Q2 2026.
  • Baker Tilly Wealth Management sold 855 Automatic Data Processing shares in Q2 2026, an estimated $183K.
  • Automatic Data Processing made up 0.22% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Baker Tilly Wealth Management first reported a position in Automatic Data Processing in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Automatic Data Processing position peaked at $1.68M in Q4 2021.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.