Diversify Wealth Management’s Automatic Data Processing ADP Stock Holding History

Diversify 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	$9.28M	Buy	36,413 +1,419	+4%	+$303K	0.16%	140
2026 Q1	$7.53M	Buy	34,994 +18,398	+111%	+$4.22M	0.13%	166
2025 Q4	$4.27M	Sell	16,596 -321	-2%	-$85.5K	0.2%	136
2025 Q3	$4.35M	Buy	16,917 +1,049	+7%	+$316K	0.25%	115
2025 Q2	$4.75M	Buy	15,868 +1,588	+11%	+$488K	0.29%	94
2025 Q1	$4.22M	Buy	14,280 +2,998	+27%	+$904K	0.31%	88
2024 Q4	$3.24M	Buy	11,282 +5,712	+103%	+$1.69M	0.25%	112
2024 Q3	$1.62M	Buy	5,570 +869	+18%	+$227K	0.16%	153
2024 Q2	$1.21M	Buy	+4,701	New	+$1.15M	0.15%	143

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Diversify Wealth Management increased its Automatic Data Processing (ADP) stake by 4.1% in Q2 2026, buying an estimated $303K and bringing the position to 36,413 shares worth $9.28M. The position accounts for 0.16% of the portfolio, ranked #140.

Diversify Wealth Management first reported a position in ADP in Q2 2024 and has held it in 9 quarters since. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Diversify Wealth Management held 36,413 shares of Automatic Data Processing worth $9.28M as of Q2 2026.
Diversify Wealth Management bought 1,419 Automatic Data Processing shares in Q2 2026, an estimated $303K.
Automatic Data Processing made up 0.16% of Diversify Wealth Management's portfolio in Q2 2026, its #140 holding.
Diversify Wealth Management first reported a position in Automatic Data Processing in Q2 2024 and has held it in 9 quarters since.
2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.