DWM
ADP icon

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

Dogwood 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 		$52.9K Sell
236
-1,379
-85% -$295K 0.02% 155
2026
Q1 		$328K Sell
1,615
-867
-35% -$199K 0.14% 62
2025
Q4 		$643K Sell
2,482
-73
-3% -$19.4K 0.28% 53
2025
Q3 		$754K Buy
2,555
+61
+2% +$18.4K 0.34% 59
2025
Q2 		$765K Sell
2,494
-42
-2% -$12.9K 0.37% 55
2025
Q1 		$780K Buy
2,536
+88
+4% +$26.5K 0.41% 45
2024
Q4 		$717K Buy
2,448
+2,337
+2,105% +$691K 0.38% 46
2024
Q3 		$30.8K Hold
111
– – 0.02% 128
2024
Q2 		$26.4K Buy
111
+1
+0.9% +$246 0.02% 132
2024
Q1 		$27.5K Buy
110
+1
+0.9% +$244 0.02% 144
2023
Q4 		$25.5K Buy
+109
New +$25.4K 0.02% 142

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
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

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

Dogwood Wealth Management reduced its Automatic Data Processing (ADP) stake by 85% in Q2 2026, selling an estimated $295K and leaving 236 shares worth $52.9K. The position accounts for 0.02% of the portfolio, ranked #155.

Dogwood Wealth Management first reported a position in ADP in Q4 2023 and has held it in 11 quarters since. The position peaked at $780K in Q1 2025. 691 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Dogwood Wealth Management held 236 shares of Automatic Data Processing worth $52.9K as of Q2 2026.
  • Dogwood Wealth Management sold 1,379 Automatic Data Processing shares in Q2 2026, an estimated $295K.
  • Automatic Data Processing made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Dogwood Wealth Management first reported a position in Automatic Data Processing in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Automatic Data Processing position peaked at $780K in Q1 2025.
  • 691 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.