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Cypress Wealth Services’s Automatic Data Processing ADP Stock Holding History

Cypress Wealth Services’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 		$312K Buy
1,391
+27
+2% +$5.77K 0.04% 331
2026
Q1 		$277K Sell
1,364
-56
-4% -$12.8K 0.04% 321
2025
Q4 		$365K Buy
1,420
+158
+13% +$42.1K 0.05% 256
2025
Q3 		$370K Buy
1,262
+281
+29% +$84.6K 0.06% 213
2025
Q2 		$302K Buy
981
+70
+8% +$21.5K 0.05% 231
2025
Q1 		$278K Buy
911
+30
+3% +$9.05K 0.06% 227
2024
Q4 		$258K Sell
881
-15
-2% -$4.43K 0.05% 222
2024
Q3 		$248K Buy
896
+41
+5% +$10.7K 0.05% 234
2024
Q2 		$204K Buy
855
+28
+3% +$6.88K 0.05% 243
2024
Q1 		$207K Sell
827
-962
-54% -$235K 0.05% 243
2023
Q4 		$417K Hold
1,789
– – 0.1% 157
2023
Q3 		$430K Hold
1,789
– – 0.12% 150
2023
Q2 		$418K Hold
1,789
– – 0.11% 153
2023
Q1 		$398K Hold
1,789
– – 0.12% 148
2022
Q4 		$427K Buy
1,789
+8
+0.4% +$1.96K 0.14% 140
2022
Q3 		$405K Hold
1,781
– – 0.14% 133
2022
Q2 		$374K Hold
1,781
– – 0.12% 150
2022
Q1 		$405K Hold
1,781
– – 0.11% 145
2021
Q4 		$439K Hold
1,781
– – 0.12% 134
2021
Q3 		$356K Sell
1,781
-657
-27% -$135K 0.11% 148
2021
Q2 		$484K Buy
+2,438
New +$474K 0.13% 132
2020
Q3 		– Sell
-10,855
Closed -$1.62M – 271
2020
Q2 		$1.62M Buy
10,855
+3
+0% +$430 0.38% 66
2020
Q1 		$1.48M Buy
10,852
+2
+0% +$322 0.44% 67
2019
Q4 		$1.85M Sell
10,850
-140
-1% -$23.2K 0.47% 67
2019
Q3 		$1.77M Sell
10,990
-42
-0.4% -$6.94K 0.49% 68
2019
Q2 		$1.82M Buy
11,032
+187
+2% +$30.4K 0.53% 57
2019
Q1 		$1.73M Sell
10,845
-188
-2% -$27.3K 0.55% 58
2018
Q4 		$1.45M Buy
11,033
+17
+0.2% +$2.4K 0.57% 58
2018
Q3 		$1.66M Sell
11,016
-6
-0.1% -$849 0.59% 46
2018
Q2 		$1.48M Buy
11,022
+703
+7% +$89.1K 0.56% 51
2018
Q1 		$1.17M Hold
10,319
– – 0.5% 57
2017
Q4 		$1.21M Buy
+10,319
New +$1.18M 0.5% 55

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Wealth Services's ADP Position: Q2 2026 in Review

Cypress Wealth Services increased its Automatic Data Processing (ADP) stake by 2% in Q2 2026, buying an estimated $5.77K and bringing the position to 1,391 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #331.

Cypress Wealth Services first reported a position in ADP in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.85M in Q4 2019. 577 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Cypress Wealth Services held 1,391 shares of Automatic Data Processing worth $312K as of Q2 2026.
  • Cypress Wealth Services bought 27 Automatic Data Processing shares in Q2 2026, an estimated $5.77K.
  • Automatic Data Processing made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #331 holding.
  • Cypress Wealth Services first reported a position in Automatic Data Processing in Q4 2017 and has held it in 32 quarters since.
  • Cypress Wealth Services's Automatic Data Processing position peaked at $1.85M in Q4 2019.
  • 577 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.