Blue Bell Private Wealth Management’s Automatic Data Processing ADP Stock Holding History

Blue Bell Private 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	$12.5K	Hold	56	–	–	﹤0.01%	566
2026 Q1	$11.4K	Buy	56 +18	+47%	+$4.13K	﹤0.01%	557
2025 Q4	$9.78K	Sell	38 -3	-7%	-$799	﹤0.01%	558
2025 Q3	$12K	Sell	41 -5	-11%	-$1.5K	﹤0.01%	532
2025 Q2	$14.2K	Hold	46	–	–	﹤0.01%	498
2025 Q1	$14.1K	Buy	46 +5	+12%	+$1.51K	﹤0.01%	485
2024 Q4	$12K	Hold	41	–	–	﹤0.01%	482
2024 Q3	$11.3K	Hold	41	–	–	﹤0.01%	514
2024 Q2	$9.79K	Buy	41 +24	+141%	+$5.89K	﹤0.01%	522
2024 Q1	$4.25K	Buy	17 +3	+21%	+$733	﹤0.01%	588
2023 Q4	$3.26K	Hold	14	–	–	﹤0.01%	593
2023 Q3	$3.37K	Buy	14 +8	+133%	+$1.95K	﹤0.01%	535
2023 Q2	$1.32K	Hold	6	–	–	﹤0.01%	618
2023 Q1	$1.34K	Hold	6	–	–	﹤0.01%	587
2022 Q4	$1.43K	Hold	6	–	–	﹤0.01%	600
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	639
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	681
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	744
2021 Q4	$1K	Buy	+6	New	+$1.36K	﹤0.01%	743
2014 Q1	–	Sell	-652	Closed	-$46K	–	387
2013 Q4	$46K	Buy	+652	New	+$43.9K	0.04%	197

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blue Bell Private Wealth Management's ADP Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Automatic Data Processing (ADP) position steady in Q2 2026 at 56 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Blue Bell Private Wealth Management first reported a position in ADP in Q4 2013 and has held it in 20 quarters since. The position peaked at $46K in Q4 2013. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Blue Bell Private Wealth Management held 56 shares of Automatic Data Processing worth $12.5K as of Q2 2026.
Blue Bell Private Wealth Management left its Automatic Data Processing share count unchanged in Q2 2026.
Automatic Data Processing made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #566 holding.
Blue Bell Private Wealth Management first reported a position in Automatic Data Processing in Q4 2013 and has held it in 20 quarters since.
Blue Bell Private Wealth Management's Automatic Data Processing position peaked at $46K in Q4 2013.
2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.