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

Empirical 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	$14.4M	Buy	64,290 +13,367	+26%	+$2.86M	0.21%	86
2026 Q1	$10.3M	Buy	50,923 +547	+1%	+$125K	0.18%	99
2025 Q4	$13M	Sell	50,376 -11,854	-19%	-$3.16M	0.23%	75
2025 Q3	$18.3M	Sell	62,230 -8,079	-11%	-$2.43M	0.37%	52
2025 Q2	$21.7M	Buy	70,309 +5,476	+8%	+$1.68M	0.49%	38
2025 Q1	$19.8M	Buy	64,833 +54,203	+510%	+$16.3M	0.51%	33
2024 Q4	$3.11M	Sell	10,630 -2,934	-22%	-$867K	0.08%	150
2024 Q3	$3.75M	Buy	13,564 +3,215	+31%	+$841K	0.11%	138
2024 Q2	$2.47M	Sell	10,349 -907	-8%	-$223K	0.07%	160
2024 Q1	$2.81M	Buy	11,256 +115	+1%	+$28.1K	0.08%	145
2023 Q4	$2.6M	Buy	11,141 +1,219	+12%	+$284K	0.09%	144
2023 Q3	$2.39M	Buy	9,922 +498	+5%	+$121K	0.09%	144
2023 Q2	$2.07M	Buy	9,424 +228	+2%	+$49.2K	0.08%	153
2023 Q1	$2.05M	Sell	9,196 -479	-5%	-$108K	0.09%	138
2022 Q4	$2.31M	Buy	9,675 +255	+3%	+$62.6K	0.11%	125
2022 Q3	$2.13M	Sell	9,420 -113	-1%	-$26.7K	0.11%	122
2022 Q2	$2M	Sell	9,533 -22	-0.2%	-$4.82K	0.11%	125
2022 Q1	$2.17M	Sell	9,555 -207	-2%	-$44.3K	0.11%	125
2021 Q4	$2.41M	Sell	9,762 -2,695	-22%	-$610K	0.12%	111
2021 Q3	$2.49M	Buy	12,457 +3,334	+37%	+$687K	0.14%	97
2021 Q2	$1.81M	Sell	9,123 -324	-3%	-$63K	0.11%	122
2021 Q1	$1.78M	Buy	9,447 +115	+1%	+$20K	0.14%	109
2020 Q4	$1.64M	Buy	9,332 +969	+12%	+$159K	0.13%	111
2020 Q3	$1.17M	Sell	8,363 -1,249	-13%	-$175K	0.1%	129
2020 Q2	$1.43M	Buy	9,612 +1,249	+15%	+$179K	0.13%	105
2020 Q1	$1.14M	Buy	8,363 +2,302	+38%	+$371K	0.12%	106
2019 Q4	$1.03M	Buy	6,061 +862	+17%	+$143K	0.11%	122
2019 Q3	$839K	Sell	5,199 -235	-4%	-$38.8K	0.1%	125
2019 Q2	$898K	Buy	5,434 +1,686	+45%	+$274K	0.12%	109
2019 Q1	$599K	Sell	3,748 -260	-6%	-$37.8K	0.09%	128
2018 Q4	$525K	Buy	4,008 +206	+5%	+$29.1K	0.09%	117
2018 Q3	$573K	Buy	3,802 +6	+0.2%	+$849	0.1%	109
2018 Q2	$509K	Buy	3,796 +1,578	+71%	+$200K	0.1%	107
2018 Q1	$252K	Buy	2,218 +18	+0.8%	+$2.1K	0.05%	148
2017 Q4	$258K	Hold	2,200	–	–	0.06%	125
2017 Q3	$241K	Hold	2,200	–	–	0.06%	122
2017 Q2	$225K	Hold	2,200	–	–	0.05%	121
2017 Q1	$225K	Sell	2,200 -160	-7%	-$16.3K	0.06%	120
2016 Q4	$243K	Sell	2,360 -188	-7%	-$17.5K	0.06%	114
2016 Q3	$225K	Buy	+2,548	New	+$231K	0.06%	102

Other funds holding ADP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Empirical Wealth Management increased its Automatic Data Processing (ADP) stake by 26% in Q2 2026, buying an estimated $2.86M and bringing the position to 64,290 shares worth $14.4M. The position accounts for 0.21% of the portfolio, ranked #86.

Empirical Wealth Management first reported a position in ADP in Q3 2016 and has held it in 40 quarters since. The position peaked at $21.7M in Q2 2025. 898 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Empirical Wealth Management held 64,290 shares of Automatic Data Processing worth $14.4M as of Q2 2026.
Empirical Wealth Management bought 13,367 Automatic Data Processing shares in Q2 2026, an estimated $2.86M.
Automatic Data Processing made up 0.21% of Empirical Wealth Management's portfolio in Q2 2026, its #86 holding.
Empirical Wealth Management first reported a position in Automatic Data Processing in Q3 2016 and has held it in 40 quarters since.
Empirical Wealth Management's Automatic Data Processing position peaked at $21.7M in Q2 2025.
898 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.