Baron Wealth Management’s Automatic Data Processing ADP Stock Holding History

Baron 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	$379K	Buy	+1,694	New	+$362K	0.1%	156
2026 Q1	–	Sell	-933	Closed	-$240K	–	280
2025 Q4	$240K	Sell	933 -333	-26%	-$88.6K	0.07%	207
2025 Q3	$372K	Sell	1,266 -45	-3%	-$13.5K	0.12%	121
2025 Q2	$404K	Buy	1,311 +177	+16%	+$54.4K	0.14%	103
2025 Q1	$346K	Buy	1,134 +168	+17%	+$50.7K	0.15%	106
2024 Q4	$283K	Buy	966 +92	+11%	+$27.2K	0.13%	134
2024 Q3	$242K	Sell	874 -19	-2%	-$4.97K	0.12%	159
2024 Q2	$213K	Buy	893 +25	+3%	+$6.14K	0.11%	160
2024 Q1	$217K	Buy	+868	New	+$212K	0.12%	167

Other funds holding ADP

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baron Wealth Management's ADP Position: Q2 2026 in Review

Baron Wealth Management opened a new position in Automatic Data Processing (ADP) in Q2 2026: 1,694 shares worth $379K. The stake represents 0.1% of the portfolio and ranks #156 among its holdings. This is a return to the name: Baron Wealth Management previously reported a position in ADP as recently as Q4 2025.

Baron Wealth Management first reported a position in ADP in Q1 2024 and has held it in 9 quarters since. The position peaked at $404K in Q2 2025. 577 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Baron Wealth Management held 1,694 shares of Automatic Data Processing worth $379K as of Q2 2026.
Automatic Data Processing was a new Baron Wealth Management position in Q2 2026.
Automatic Data Processing made up 0.1% of Baron Wealth Management's portfolio in Q2 2026, its #156 holding.
Baron Wealth Management first reported a position in Automatic Data Processing in Q1 2024 and has held it in 9 quarters since.
Baron Wealth Management's Automatic Data Processing position peaked at $404K in Q2 2025.
577 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.