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

CFM 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 		$328K Hold
1,465
– – 0.04% 120
2026
Q1 		$298K Hold
1,465
– – 0.04% 125
2025
Q4 		$377K Hold
1,465
– – 0.05% 114
2025
Q3 		$430K Hold
1,465
– – 0.06% 107
2025
Q2 		$452K Hold
1,465
– – 0.07% 100
2025
Q1 		$448K Sell
1,465
-30
-2% -$9.05K 0.08% 102
2024
Q4 		$438K Sell
1,495
-25
-2% -$7.39K 0.07% 100
2024
Q3 		$421K Buy
1,520
+25
+2% +$6.54K 0.07% 108
2024
Q2 		$357K Sell
1,495
-50
-3% -$12.3K 0.07% 118
2024
Q1 		$386K Buy
1,545
+50
+3% +$12.2K 0.08% 117
2023
Q4 		$348K Hold
1,495
– – 0.08% 128
2023
Q3 		$360K Hold
1,495
– – 0.09% 116
2023
Q2 		$329K Buy
1,495
+30
+2% +$6.47K 0.08% 135
2023
Q1 		$326K Hold
1,465
– – 0.09% 125
2022
Q4 		$350K Hold
1,465
– – 0.1% 125
2022
Q3 		$331K Hold
1,465
– – 0.11% 124
2022
Q2 		$308K Sell
1,465
-390
-21% -$85.5K 0.09% 131
2022
Q1 		$422K Buy
1,855
+335
+22% +$71.7K 0.1% 125
2021
Q4 		$371K Hold
1,520
– – 0.08% 130
2021
Q3 		$303K Hold
1,520
– – 0.08% 146
2021
Q2 		$302K Hold
1,520
– – 0.08% 134
2021
Q1 		$286K Hold
1,520
– – 0.09% 132
2020
Q4 		$268K Hold
1,520
– – 0.09% 125
2020
Q3 		$212K Sell
1,520
-182
-11% -$25.5K 0.08% 141
2020
Q2 		$253K Hold
1,702
– – 0.1% 124
2020
Q1 		$233K Hold
1,702
– – 0.11% 117
2019
Q4 		$298K Buy
+1,702
New +$282K 0.11% 113

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

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

CFM Wealth Partners held its Automatic Data Processing (ADP) position steady in Q2 2026 at 1,465 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #120.

CFM Wealth Partners first reported a position in ADP in Q4 2019 and has held it in 27 quarters since. The position peaked at $452K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • CFM Wealth Partners held 1,465 shares of Automatic Data Processing worth $328K as of Q2 2026.
  • CFM Wealth Partners left its Automatic Data Processing share count unchanged in Q2 2026.
  • Automatic Data Processing made up 0.04% of CFM Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • CFM Wealth Partners first reported a position in Automatic Data Processing in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Automatic Data Processing position peaked at $452K in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.