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Clearstead Advisors’s Automatic Data Processing ADP Stock Holding History

Clearstead 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 		$8.81M Buy
39,318
+1,067
+3% +$228K 0.08% 178
2026
Q1 		$7.77M Sell
38,251
-2,167
-5% -$497K 0.07% 184
2025
Q4 		$10.4M Buy
40,418
+914
+2% +$243K 0.13% 138
2025
Q3 		$11.6M Sell
39,504
-838
-2% -$252K 0.15% 127
2025
Q2 		$12.4M Buy
40,342
+520
+1% +$160K 0.17% 113
2025
Q1 		$12.2M Sell
39,822
-510
-1% -$154K 0.19% 109
2024
Q4 		$11.8M Sell
40,332
-760
-2% -$225K 0.18% 118
2024
Q3 		$11.4M Buy
41,092
+867
+2% +$227K 0.18% 118
2024
Q2 		$9.6M Buy
40,225
+9,730
+32% +$2.39M 0.16% 128
2024
Q1 		$7.56M Sell
30,495
-152
-0.5% -$37.1K 0.37% 55
2023
Q4 		$7.14M Sell
30,647
-51,515
-63% -$12M 0.38% 53
2023
Q3 		$19.8M Buy
82,162
+51,443
+167% +$12.5M 0.57% 41
2023
Q2 		$6.75M Sell
30,719
-464
-1% -$100K 0.41% 49
2023
Q1 		$6.94M Sell
31,183
-692
-2% -$156K 0.51% 42
2022
Q4 		$7.61M Sell
31,875
-97
-0.3% -$23.8K 0.6% 35
2022
Q3 		$7.23M Sell
31,972
-18,643
-37% -$4.4M 0.67% 32
2022
Q2 		$10.6M Buy
50,615
+223
+0.4% +$48.9K 0.83% 27
2022
Q1 		$11.5M Sell
50,392
-55
-0.1% -$11.8K 0.78% 26
2021
Q4 		$12.4M Sell
50,447
-484
-1% -$110K 0.85% 23
2021
Q3 		$10.2M Sell
50,931
-272
-0.5% -$56K 0.76% 26
2021
Q2 		$10.2M Sell
51,203
-417
-0.8% -$81K 0.78% 26
2021
Q1 		$9.73M Buy
51,620
+4,319
+9% +$750K 0.81% 28
2020
Q4 		$8.33M Buy
47,301
+15,609
+49% +$2.56M 0.76% 30
2020
Q3 		$4.42M Sell
31,692
-43
-0.1% -$6.03K 0.47% 46
2020
Q2 		$4.72M Buy
31,735
+2,570
+9% +$368K 0.55% 41
2020
Q1 		$3.99M Sell
29,165
-250
-0.8% -$40.3K 0.58% 38
2019
Q4 		$5.01M Buy
29,415
+445
+2% +$73.7K 0.61% 37
2019
Q3 		$4.68M Sell
28,970
-2,177
-7% -$360K 0.63% 37
2019
Q2 		$5.15M Buy
31,147
+50
+0.2% +$8.12K 0.69% 35
2019
Q1 		$4.97M Sell
31,097
-2,397
-7% -$348K 0.69% 37
2018
Q4 		$4.39M Sell
33,494
-205
-0.6% -$28.9K 0.68% 37
2018
Q3 		$5.08M Sell
33,699
-486
-1% -$68.7K 0.7% 28
2018
Q2 		$4.59M Sell
34,185
-3,399
-9% -$431K 0.65% 31
2018
Q1 		$4.26M Sell
37,584
-207
-0.5% -$24.1K 0.62% 31
2017
Q4 		$4.43M Sell
37,791
-1,028
-3% -$118K 0.6% 38
2017
Q3 		$4.24M Buy
38,819
+35
+0.1% +$3.75K 0.55% 41
2017
Q2 		$3.97M Buy
38,784
+809
+2% +$81.9K 0.58% 43
2017
Q1 		$3.89M Sell
37,975
-3,300
-8% -$337K 0.57% 45
2016
Q4 		$4.24M Buy
+41,275
New +$3.85M 0.69% 31

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

Clearstead Advisors's ADP Position: Q2 2026 in Review

Clearstead Advisors increased its Automatic Data Processing (ADP) stake by 2.8% in Q2 2026, buying an estimated $228K and bringing the position to 39,318 shares worth $8.81M. The position accounts for 0.08% of the portfolio, ranked #178.

Clearstead Advisors first reported a position in ADP in Q4 2016 and has held it in 39 quarters since. The position peaked at $19.8M in Q3 2023. 1,432 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Clearstead Advisors held 39,318 shares of Automatic Data Processing worth $8.81M as of Q2 2026.
  • Clearstead Advisors bought 1,067 Automatic Data Processing shares in Q2 2026, an estimated $228K.
  • Automatic Data Processing made up 0.08% of Clearstead Advisors's portfolio in Q2 2026, its #178 holding.
  • Clearstead Advisors first reported a position in Automatic Data Processing in Q4 2016 and has held it in 39 quarters since.
  • Clearstead Advisors's Automatic Data Processing position peaked at $19.8M in Q3 2023.
  • 1,432 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.