Baldwin Wealth Partners’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.95M | Sell |
8,702
-404
| -4% | -$86.4K | 0.13% | 87 |
|
|
2026
Q1 | $1.85M | Sell |
9,106
-1,565
| -15% | -$359K | 0.13% | 84 |
|
|
2025
Q4 | $2.74M | Sell |
10,671
-145
| -1% | -$38.6K | 0.18% | 73 |
|
|
2025
Q3 | $3.17M | Sell |
10,816
-44
| -0.4% | -$13.2K | 0.21% | 70 |
|
|
2025
Q2 | $3.35M | Sell |
10,860
-84
| -0.8% | -$25.8K | 0.23% | 68 |
|
|
2025
Q1 | $3.34M | Sell |
10,944
-1,289
| -11% | -$389K | 0.23% | 66 |
|
|
2024
Q4 | $3.58M | Sell |
12,233
-886
| -7% | -$262K | 0.25% | 68 |
|
|
2024
Q3 | $3.63M | Sell |
13,119
-157
| -1% | -$41.1K | 0.25% | 68 |
|
|
2024
Q2 | $3.17M | Sell |
13,276
-1,100
| -8% | -$270K | 0.25% | 68 |
|
|
2024
Q1 | $3.59M | Sell |
14,376
-295
| -2% | -$72.1K | 0.27% | 67 |
|
|
2023
Q4 | $3.42M | Sell |
14,671
-1,659
| -10% | -$387K | 0.27% | 68 |
|
|
2023
Q3 | $3.93M | Sell |
16,330
-75
| -0.5% | -$18.3K | 0.34% | 65 |
|
|
2023
Q2 | $3.61M | Hold |
16,405
| – | – | 0.3% | 70 |
|
|
2023
Q1 | $3.65M | Sell |
16,405
-25
| -0.2% | -$5.64K | 0.32% | 68 |
|
|
2022
Q4 | $3.92M | Buy |
16,430
+15,450
| +1,577% | +$3.79M | 0.36% | 70 |
|
|
2022
Q3 | $222K | Hold |
980
| – | – | 0.03% | 161 |
|
|
2022
Q2 | $206K | Sell |
980
-34
| -3% | -$7.45K | 0.03% | 177 |
|
|
2022
Q1 | $231K | Buy |
1,014
+34
| +3% | +$7.28K | 0.02% | 189 |
|
|
2021
Q4 | $242K | Hold |
980
| – | – | 0.02% | 190 |
|
|
2021
Q3 | $196K | Hold |
980
| – | – | 0.02% | 200 |
|
|
2021
Q2 | $195K | Hold |
980
| – | – | 0.02% | 202 |
|
|
2021
Q1 | $185K | Sell |
980
-125
| -11% | -$21.7K | 0.02% | 191 |
|
|
2020
Q4 | $195K | Hold |
1,105
| – | – | 0.02% | 175 |
|
|
2020
Q3 | $154K | Sell |
1,105
-125
| -10% | -$17.5K | 0.02% | 180 |
|
|
2020
Q2 | $183K | Sell |
1,230
-50
| -4% | -$7.16K | 0.03% | 158 |
|
|
2020
Q1 | $175K | Sell |
1,280
-575
| -31% | -$92.7K | 0.03% | 155 |
|
|
2019
Q4 | $316K | Hold |
1,855
| – | – | 0.04% | 142 |
|
|
2019
Q3 | $299K | Hold |
1,855
| – | – | 0.05% | 141 |
|
|
2019
Q2 | $307K | Sell |
1,855
-158
| -8% | -$25.7K | 0.05% | 168 |
|
|
2019
Q1 | $322K | Buy |
2,013
+548
| +37% | +$79.6K | 0.05% | 165 |
|
|
2018
Q4 | $192K | Hold |
1,465
| – | – | 0.03% | 193 |
|
|
2018
Q3 | $221K | Buy |
1,465
+22
| +2% | +$3.11K | 0.03% | 196 |
|
|
2018
Q2 | $194K | Sell |
1,443
-275
| -16% | -$34.9K | 0.03% | 200 |
|
|
2018
Q1 | $195K | Buy |
1,718
+375
| +28% | +$43.7K | 0.03% | 196 |
|
|
2017
Q4 | $157K | Sell |
1,343
-250
| -16% | -$28.6K | 0.02% | 213 |
|
|
2017
Q3 | $174K | Sell |
1,593
-180
| -10% | -$19.3K | 0.03% | 200 |
|
|
2017
Q2 | $182K | Sell |
1,773
-66
| -4% | -$6.68K | 0.03% | 192 |
|
|
2017
Q1 | $188K | Sell |
1,839
-202
| -10% | -$20.6K | 0.03% | 192 |
|
|
2016
Q4 | $210K | Hold |
2,041
| – | – | 0.04% | 173 |
|
|
2016
Q3 | $180K | Buy |
2,041
+2
| +0.1% | +$181 | 0.03% | 186 |
|
|
2016
Q2 | $187K | Hold |
2,039
| – | – | 0.04% | 168 |
|
|
2016
Q1 | $183K | Buy |
+2,039
| New | +$171K | 0.03% | 204 |
|
Other funds holding ADP
LPPI
LWCFA
VF
SLAM
BTW
Baldwin Wealth Partners's ADP Position: Q2 2026 in Review
Baldwin Wealth Partners reduced its Automatic Data Processing (ADP) stake by 4.4% in Q2 2026, selling an estimated $86.4K and leaving 8,702 shares worth $1.95M. The position accounts for 0.13% of the portfolio, ranked #87.
Baldwin Wealth Partners first reported a position in ADP in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.93M in Q3 2023. 1,009 funds tracked by Wall St. Rank hold ADP as of Q2 2026.
- Baldwin Wealth Partners held 8,702 shares of Automatic Data Processing worth $1.95M as of Q2 2026.
- Baldwin Wealth Partners sold 404 Automatic Data Processing shares in Q2 2026, an estimated $86.4K.
- Automatic Data Processing made up 0.13% of Baldwin Wealth Partners's portfolio in Q2 2026, its #87 holding.
- Baldwin Wealth Partners first reported a position in Automatic Data Processing in Q1 2016 and has held it in 42 quarters since.
- Baldwin Wealth Partners's Automatic Data Processing position peaked at $3.93M in Q3 2023.
- 1,009 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.
Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.