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

Core 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	$900K	Buy	4,019 +13	+0.3%	+$2.78K	0.38%	64
2026 Q1	$814K	Buy	4,006 +10	+0.3%	+$2.29K	0.38%	63
2025 Q4	$1.03M	Sell	3,996 -66	-2%	-$17.6K	0.46%	52
2025 Q3	$1.19M	Buy	4,062 +13	+0.3%	+$3.91K	0.55%	48
2025 Q2	$1.25M	Buy	4,049 +26	+0.6%	+$7.99K	0.63%	44
2025 Q1	$1.23M	Sell	4,023 -122	-3%	-$36.8K	0.71%	33
2024 Q4	$1.21M	Buy	4,145 +8	+0.2%	+$2.36K	0.7%	39
2024 Q3	$1.14M	Hold	4,137	–	–	0.69%	36
2024 Q2	$988K	Buy	4,137 +8	+0.2%	+$1.96K	0.67%	35
2024 Q1	$1.03M	Buy	4,129 +10	+0.2%	+$2.44K	0.78%	28
2023 Q4	$960K	Buy	4,119 +6	+0.1%	+$1.4K	0.79%	26
2023 Q3	$990K	Hold	4,113	–	–	0.9%	24
2023 Q2	$904K	Hold	4,113	–	–	0.84%	29
2023 Q1	$916K	Sell	4,113 -6,103	-60%	-$1.38M	0.92%	25
2022 Q4	$747K	Buy	+10,216	New	+$2.51M	0.84%	34

Other funds holding ADP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Core Wealth Partners increased its Automatic Data Processing (ADP) stake by 0.32% in Q2 2026, buying an estimated $2.78K and bringing the position to 4,019 shares worth $900K. The position accounts for 0.38% of the portfolio, ranked #64.

Core Wealth Partners first reported a position in ADP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q2 2025. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Core Wealth Partners held 4,019 shares of Automatic Data Processing worth $900K as of Q2 2026.
Core Wealth Partners bought 13 Automatic Data Processing shares in Q2 2026, an estimated $2.78K.
Automatic Data Processing made up 0.38% of Core Wealth Partners's portfolio in Q2 2026, its #64 holding.
Core Wealth Partners first reported a position in Automatic Data Processing in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's Automatic Data Processing position peaked at $1.25M in Q2 2025.
721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.