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CLA (CliftonLarsonAllen) Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$7.17M Sell
32,036
-773
-2% -$165K 0.09% 83
2026
Q1 		$6.67M Buy
+32,809
New +$7.52M 0.1% 80

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's ADP Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 2.4% in Q2 2026, selling an estimated $165K and leaving 32,036 shares worth $7.17M. The position accounts for 0.09% of the portfolio, ranked #83.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ADP in Q1 2026 and has held it in 2 quarters since. 1,534 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 32,036 shares of Automatic Data Processing worth $7.17M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 773 Automatic Data Processing shares in Q2 2026, an estimated $165K.
  • Automatic Data Processing made up 0.09% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Automatic Data Processing in Q1 2026 and has held it in 2 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.