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

Bullock 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 		$420K Sell
1,781
-38
-2% -$8.12K 0.18% 118
2026
Q1 		$366K Buy
1,819
+5
+0.3% +$1.15K 0.18% 111
2025
Q4 		$466K Sell
1,814
-1
-0.1% -$266 0.23% 92
2025
Q3 		$529K Buy
1,815
+7
+0.4% +$2.11K 0.26% 89
2025
Q2 		$561K Sell
1,808
-132
-7% -$40.5K 0.3% 81
2025
Q1 		$595K Sell
1,940
-315
-14% -$95K 0.33% 72
2024
Q4 		$660K Sell
2,255
-146
-6% -$43.1K 0.39% 57
2024
Q3 		$673K Buy
2,401
+16
+0.7% +$4.18K 0.41% 62
2024
Q2 		$562K Sell
2,385
-213
-8% -$52.3K 0.37% 71
2024
Q1 		$637K Buy
+2,598
New +$635K 0.43% 63

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management reduced its Automatic Data Processing (ADP) stake by 2.1% in Q2 2026, selling an estimated $8.12K and leaving 1,781 shares worth $420K. The position accounts for 0.18% of the portfolio, ranked #118.

Bullock Wealth Management first reported a position in ADP in Q1 2024 and has held it in 10 quarters since. The position peaked at $673K in Q3 2024. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Bullock Wealth Management held 1,781 shares of Automatic Data Processing worth $420K as of Q2 2026.
  • Bullock Wealth Management sold 38 Automatic Data Processing shares in Q2 2026, an estimated $8.12K.
  • Automatic Data Processing made up 0.18% of Bullock Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Bullock Wealth Management first reported a position in Automatic Data Processing in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Automatic Data Processing position peaked at $673K in Q3 2024.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.