CWM
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Cornerstone Wealth Management’s Automatic Data Processing ADP Stock Holding History

Cornerstone Wealth Management’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 		$547K Sell
2,443
-233
-9% -$49.8K 0.02% 467
2026
Q1 		$544K Buy
2,676
+254
+10% +$58.2K 0.03% 427
2025
Q4 		$623K Sell
2,422
-48
-2% -$12.8K 0.03% 373
2025
Q3 		$725K Sell
2,470
-627
-20% -$189K 0.04% 340
2025
Q2 		$955K Buy
3,097
+305
+11% +$93.7K 0.06% 270
2025
Q1 		$853K Sell
2,792
-299
-10% -$90.2K 0.06% 273
2024
Q4 		$905K Buy
3,091
+102
+3% +$30.1K 0.06% 250
2024
Q3 		$827K Buy
+2,989
New +$782K 0.06% 251
2019
Q2 		– Sell
-1,146
Closed -$524K – 364
2019
Q1 		$524K Buy
+1,146
New +$166K 0.06% 270
2017
Q3 		– Sell
-4,629
Closed -$478K – 387
2017
Q2 		$478K Sell
4,629
-415
-8% -$42K 0.11% 190
2017
Q1 		$512K Buy
5,044
+1,533
+44% +$156K 0.13% 164
2016
Q4 		$364K Sell
3,511
-96
-3% -$8.96K 0.12% 163
2016
Q3 		$314K Buy
+3,607
New +$327K 0.12% 178

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

Cornerstone Wealth Management's ADP Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Automatic Data Processing (ADP) stake by 8.7% in Q2 2026, selling an estimated $49.8K and leaving 2,443 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #467.

Cornerstone Wealth Management first reported a position in ADP in Q3 2016 and has held it in 13 quarters since. The position peaked at $955K in Q2 2025. 2,289 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Cornerstone Wealth Management held 2,443 shares of Automatic Data Processing worth $547K as of Q2 2026.
  • Cornerstone Wealth Management sold 233 Automatic Data Processing shares in Q2 2026, an estimated $49.8K.
  • Automatic Data Processing made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #467 holding.
  • Cornerstone Wealth Management first reported a position in Automatic Data Processing in Q3 2016 and has held it in 13 quarters since.
  • Cornerstone Wealth Management's Automatic Data Processing position peaked at $955K in Q2 2025.
  • 2,289 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.