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

Cyndeo 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 		$5.23M Buy
23,358
+110
+0.5% +$23.5K 0.25% 100
2026
Q1 		$4.72M Sell
23,248
-4,379
-16% -$1M 0.25% 102
2025
Q4 		$7.11M Sell
27,627
-921
-3% -$245K 0.38% 76
2025
Q3 		$8.38M Sell
28,548
-2,985
-9% -$898K 0.47% 65
2025
Q2 		$9.72M Buy
31,533
+472
+2% +$145K 0.58% 44
2025
Q1 		$9.49M Buy
31,061
+3,204
+12% +$966K 0.62% 42
2024
Q4 		$8.15M Buy
27,857
+460
+2% +$136K 0.55% 57
2024
Q3 		$7.58M Buy
27,397
+6,493
+31% +$1.7M 0.53% 55
2024
Q2 		$4.99M Buy
20,904
+1,742
+9% +$428K 0.39% 74
2024
Q1 		$4.79M Sell
19,162
-638
-3% -$156K 0.4% 80
2023
Q4 		$4.61M Buy
19,800
+5,318
+37% +$1.24M 0.43% 79
2023
Q3 		$3.48M Sell
14,482
-372
-3% -$90.7K 0.36% 91
2023
Q2 		$3.26M Buy
14,854
+5,845
+65% +$1.26M 0.34% 95
2023
Q1 		$2.01M Sell
9,009
-3,085
-26% -$696K 0.22% 125
2022
Q4 		$2.89M Buy
+12,094
New +$2.97M 0.34% 98

Other funds holding ADP

Ninety One (UK)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its Automatic Data Processing (ADP) stake by 0.47% in Q2 2026, buying an estimated $23.5K and bringing the position to 23,358 shares worth $5.23M. The position accounts for 0.25% of the portfolio, ranked #100.

Cyndeo Wealth Partners first reported a position in ADP in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.72M in Q2 2025. 655 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Cyndeo Wealth Partners held 23,358 shares of Automatic Data Processing worth $5.23M as of Q2 2026.
  • Cyndeo Wealth Partners bought 110 Automatic Data Processing shares in Q2 2026, an estimated $23.5K.
  • Automatic Data Processing made up 0.25% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #100 holding.
  • Cyndeo Wealth Partners first reported a position in Automatic Data Processing in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Automatic Data Processing position peaked at $9.72M in Q2 2025.
  • 655 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.