EP Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $34.1M | Buy |
152,174
+37,829
| +33% | +$8.09M | 0.13% | 126 |
|
|
2026
Q1 | $23.2M | Buy |
114,345
+7,478
| +7% | +$1.71M | 0.11% | 123 |
|
|
2025
Q4 | $27.5M | Buy |
+106,867
| New | +$28.4M | 0.14% | 104 |
|
|
2025
Q2 | $7.64M | Buy |
24,787
+1,257
| +5% | +$386K | 0.05% | 210 |
|
|
2025
Q1 | $7.19M | Buy |
23,530
+1,043
| +5% | +$315K | 0.06% | 185 |
|
|
2024
Q4 | $6.58M | Buy |
22,487
+2,353
| +12% | +$695K | 0.05% | 187 |
|
|
2024
Q3 | $5.57M | Buy |
20,134
+726
| +4% | +$190K | 0.05% | 207 |
|
|
2024
Q2 | $4.63M | Buy |
19,408
+3,951
| +26% | +$970K | 0.05% | 191 |
|
|
2024
Q1 | $3.86M | Buy |
15,457
+925
| +6% | +$226K | 0.05% | 197 |
|
|
2023
Q4 | $3.39M | Buy |
14,532
+1,739
| +14% | +$405K | 0.04% | 202 |
|
|
2023
Q3 | $3.08M | Buy |
12,793
+5,240
| +69% | +$1.28M | 0.05% | 196 |
|
|
2023
Q2 | $2.75M | Sell |
7,553
-6,895
| -48% | -$1.49M | 0.04% | 210 |
|
|
2023
Q1 | $3.22M | Sell |
14,448
-7,102
| -33% | -$1.6M | 0.06% | 179 |
|
|
2022
Q4 | $5.15M | Buy |
21,550
+1,140
| +6% | +$280K | 0.09% | 124 |
|
|
2022
Q3 | $4.62M | Buy |
20,410
+13,097
| +179% | +$3.09M | 0.1% | 117 |
|
|
2022
Q2 | $1.54M | Buy |
7,313
+2,774
| +61% | +$608K | 0.03% | 217 |
|
|
2022
Q1 | $1.03M | Sell |
4,539
-182
| -4% | -$39K | 0.02% | 269 |
|
|
2021
Q4 | $1.16M | Buy |
4,721
+75
| +2% | +$17K | 0.03% | 241 |
|
|
2021
Q3 | $929K | Buy |
4,646
+220
| +5% | +$45.3K | 0.03% | 251 |
|
|
2021
Q2 | $879K | Sell |
4,426
-287
| -6% | -$55.8K | 0.02% | 259 |
|
|
2021
Q1 | $888K | Buy |
4,713
+446
| +10% | +$77.4K | 0.03% | 242 |
|
|
2020
Q4 | $752K | Buy |
4,267
+65
| +2% | +$10.7K | 0.03% | 214 |
|
|
2020
Q3 | $586K | Sell |
4,202
-211
| -5% | -$29.6K | 0.03% | 213 |
|
|
2020
Q2 | $657K | Sell |
4,413
-584
| -12% | -$83.6K | 0.03% | 215 |
|
|
2020
Q1 | $683K | Sell |
4,997
-830
| -14% | -$134K | 0.03% | 220 |
|
|
2019
Q4 | $994K | Buy |
5,827
+2,193
| +60% | +$363K | 0.04% | 194 |
|
|
2019
Q3 | $587K | Buy |
+3,634
| New | +$600K | 0.03% | 213 |
|
|
2019
Q2 | – | Sell |
-2,175
| Closed | -$347K | – | 311 |
|
|
2019
Q1 | $347K | Buy |
2,175
+211
| +11% | +$30.6K | 0.03% | 191 |
|
|
2018
Q4 | $258K | Sell |
1,964
-134
| -6% | -$18.9K | 0.02% | 221 |
|
|
2018
Q3 | $316K | Buy |
+2,098
| New | +$297K | 0.02% | 218 |
|
Other funds holding ADP
EP Wealth Advisors's ADP Position: Q2 2026 in Review
EP Wealth Advisors increased its Automatic Data Processing (ADP) stake by 33% in Q2 2026, buying an estimated $8.09M and bringing the position to 152,174 shares worth $34.1M. The position accounts for 0.13% of the portfolio, ranked #126.
EP Wealth Advisors first reported a position in ADP in Q3 2018 and has held it in 30 quarters since. 2,281 funds tracked by Wall St. Rank hold ADP as of Q2 2026.
- EP Wealth Advisors held 152,174 shares of Automatic Data Processing worth $34.1M as of Q2 2026.
- EP Wealth Advisors bought 37,829 Automatic Data Processing shares in Q2 2026, an estimated $8.09M.
- Automatic Data Processing made up 0.13% of EP Wealth Advisors's portfolio in Q2 2026, its #126 holding.
- EP Wealth Advisors first reported a position in Automatic Data Processing in Q3 2018 and has held it in 30 quarters since.
- 2,281 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.