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

BlueStem 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 		$231K Buy
+1,033
New +$221K 0.02% 115
2026
Q1 		– Sell
-888
Closed -$228K – 126
2025
Q4 		$228K Buy
888
+12
+1% +$3.19K 0.03% 114
2025
Q3 		$257K Buy
876
+17
+2% +$5.12K 0.03% 105
2025
Q2 		$265K Buy
859
+12
+1% +$3.69K 0.03% 91
2025
Q1 		$259K Buy
847
+7
+0.8% +$2.11K 0.04% 85
2024
Q4 		$246K Buy
+840
New +$248K 0.03% 90

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

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

BlueStem Wealth Partners opened a new position in Automatic Data Processing (ADP) in Q2 2026: 1,033 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #115 among its holdings. This is a return to the name: BlueStem Wealth Partners previously reported a position in ADP as recently as Q4 2025.

BlueStem Wealth Partners first reported a position in ADP in Q4 2024 and has held it in 6 quarters since. The position peaked at $265K in Q2 2025. 2,286 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • BlueStem Wealth Partners held 1,033 shares of Automatic Data Processing worth $231K as of Q2 2026.
  • Automatic Data Processing was a new BlueStem Wealth Partners position in Q2 2026.
  • Automatic Data Processing made up 0.02% of BlueStem Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • BlueStem Wealth Partners first reported a position in Automatic Data Processing in Q4 2024 and has held it in 6 quarters since.
  • BlueStem Wealth Partners's Automatic Data Processing position peaked at $265K in Q2 2025.
  • 2,286 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.