Balboa Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Balboa Wealth Partners’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	$235K	Sell	910 -39	-4%	-$10.3K	0.03%	415
2026 Q2	$212K	Buy	+949	New	+$203K	0.03%	432
2026 Q1	–	Sell	-917	Closed	-$236K	–	457
2025 Q4	$236K	Buy	917 +53	+6%	+$14.1K	0.04%	339
2025 Q3	$254K	Sell	864 -9	-1%	-$2.71K	0.04%	309
2025 Q2	$269K	Buy	873 +10	+1%	+$3.07K	0.05%	269
2025 Q1	$264K	Sell	863 -18	-2%	-$5.43K	0.06%	218
2024 Q4	$258K	Buy	881 +41	+5%	+$12.1K	0.06%	237
2024 Q3	$232K	Buy	+840	New	+$220K	0.06%	241

Other funds holding ADP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Balboa Wealth Partners's ADP Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Automatic Data Processing (ADP) stake by 4.1% in Q3 2026, selling an estimated $10.3K and leaving 910 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #415.

Balboa Wealth Partners first reported a position in ADP in Q3 2024 and has held it in 8 quarters since. The position peaked at $269K in Q2 2025. 1,504 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Balboa Wealth Partners held 910 shares of Automatic Data Processing worth $235K as of Q3 2026.
Balboa Wealth Partners sold 39 Automatic Data Processing shares in Q3 2026, an estimated $10.3K.
Automatic Data Processing made up 0.03% of Balboa Wealth Partners's portfolio in Q3 2026, its #415 holding.
Balboa Wealth Partners first reported a position in Automatic Data Processing in Q3 2024 and has held it in 8 quarters since.
Balboa Wealth Partners's Automatic Data Processing position peaked at $269K in Q2 2025.
1,504 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.