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

Elevation 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 		$57.1K Buy
255
+182
+249% +$38.9K 0.02% 273
2026
Q1 		$14.8K Buy
73
+62
+564% +$14.2K 0.01% 439
2025
Q4 		$2.83K Sell
11
-7
-39% -$1.86K ﹤0.01% 737
2025
Q3 		$5.28K Buy
+18
New +$5.42K ﹤0.01% 468

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Elevation Wealth Partners increased its Automatic Data Processing (ADP) stake by 249% in Q2 2026, buying an estimated $38.9K and bringing the position to 255 shares worth $57.1K. The position accounts for 0.02% of the portfolio, ranked #273.

Elevation Wealth Partners first reported a position in ADP in Q3 2025 and has held it in 4 quarters since. 946 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Elevation Wealth Partners held 255 shares of Automatic Data Processing worth $57.1K as of Q2 2026.
  • Elevation Wealth Partners bought 182 Automatic Data Processing shares in Q2 2026, an estimated $38.9K.
  • Automatic Data Processing made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #273 holding.
  • Elevation Wealth Partners first reported a position in Automatic Data Processing in Q3 2025 and has held it in 4 quarters since.
  • 946 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.