CWP
ADP icon

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

Concord 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 		$358K Buy
1,597
+143
+10% +$30.6K 0.04% 169
2026
Q1 		$295K Sell
1,454
-8,157
-85% -$1.87M 0.04% 167
2025
Q4 		$2.47M Buy
9,611
+488
+5% +$130K 0.32% 75
2025
Q3 		$2.68M Buy
9,123
+239
+3% +$71.9K 0.37% 64
2025
Q2 		$2.74M Sell
8,884
-549
-6% -$169K 0.4% 57
2025
Q1 		$2.88M Sell
9,433
-424
-4% -$128K 0.47% 54
2024
Q4 		$2.89M Buy
9,857
+722
+8% +$213K 0.47% 55
2024
Q3 		$2.53M Buy
9,135
+628
+7% +$164K 0.42% 57
2024
Q2 		$2.03M Buy
8,507
+661
+8% +$162K 0.36% 63
2024
Q1 		$1.96M Buy
7,846
+723
+10% +$177K 0.35% 70
2023
Q4 		$1.66M Buy
7,123
+1,916
+37% +$446K 0.33% 66
2023
Q3 		$1.25M Buy
5,207
+1,667
+47% +$406K 0.27% 69
2023
Q2 		$778K Buy
3,540
+664
+23% +$143K 0.17% 79
2023
Q1 		$640K Buy
2,876
+48
+2% +$10.8K 0.18% 74
2022
Q4 		$675K Buy
2,828
+389
+16% +$95.5K 0.2% 68
2022
Q3 		$552K Sell
2,439
-11
-0.4% -$2.6K 0.18% 83
2022
Q2 		$515K Buy
2,450
+276
+13% +$60.5K 0.14% 95
2022
Q1 		$495K Buy
2,174
+154
+8% +$33K 0.13% 103
2021
Q4 		$498K Buy
2,020
+1,969
+3,861% +$446K 0.12% 102
2021
Q3 		$10K Sell
51
-75
-60% -$15.4K ﹤0.01% 465
2021
Q2 		$25K Buy
126
+22
+21% +$4.28K 0.01% 461
2021
Q1 		$20K Buy
104
+100
+2,500% +$17.4K 0.01% 473
2020
Q4 		$1K Buy
+4
New +$657 ﹤0.01% 591

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

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

Concord Wealth Partners increased its Automatic Data Processing (ADP) stake by 9.8% in Q2 2026, buying an estimated $30.6K and bringing the position to 1,597 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #169.

Concord Wealth Partners first reported a position in ADP in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.89M in Q4 2024. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Concord Wealth Partners held 1,597 shares of Automatic Data Processing worth $358K as of Q2 2026.
  • Concord Wealth Partners bought 143 Automatic Data Processing shares in Q2 2026, an estimated $30.6K.
  • Automatic Data Processing made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • Concord Wealth Partners first reported a position in Automatic Data Processing in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Automatic Data Processing position peaked at $2.89M in Q4 2024.
  • 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.