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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Balboa Wealth Partners's ADP Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Automatic Data Processing (ADP) in Q2 2026: 949 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #432 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in ADP as recently as Q4 2025.

Balboa Wealth Partners first reported a position in ADP in Q3 2024 and has held it in 7 quarters since. The position peaked at $269K in Q2 2025. 2,291 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Balboa Wealth Partners held 949 shares of Automatic Data Processing worth $212K as of Q2 2026.
  • Automatic Data Processing was a new Balboa Wealth Partners position in Q2 2026.
  • Automatic Data Processing made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #432 holding.
  • Balboa Wealth Partners first reported a position in Automatic Data Processing in Q3 2024 and has held it in 7 quarters since.
  • Balboa Wealth Partners's Automatic Data Processing position peaked at $269K in Q2 2025.
  • 2,291 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.