EWA
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EverSource Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

EverSource Wealth Advisors’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 		$843K Sell
3,764
-788
-17% -$168K 0.03% 391
2026
Q1 		$925K Buy
4,552
+1,847
+68% +$424K 0.03% 407
2025
Q4 		$696K Sell
2,705
-206
-7% -$54.8K 0.03% 432
2025
Q3 		$854K Sell
2,911
-14
-0.5% -$4.21K 0.03% 349
2025
Q2 		$902K Buy
2,925
+145
+5% +$44.5K 0.04% 304
2025
Q1 		$850K Buy
2,780
+293
+12% +$88.4K 0.05% 275
2024
Q4 		$728K Buy
2,487
+151
+6% +$44.6K 0.04% 297
2024
Q3 		$646K Buy
2,336
+370
+19% +$96.8K 0.04% 286
2024
Q2 		$516K Buy
1,966
+212
+12% +$52K 0.03% 307
2024
Q1 		$424K Buy
1,754
+156
+10% +$38.1K 0.03% 302
2023
Q4 		$372K Buy
1,598
+63
+4% +$14.7K 0.03% 294
2023
Q3 		$369K Sell
1,535
-144
-9% -$35.1K 0.04% 266
2023
Q2 		$369K Sell
1,679
-119
-7% -$25.7K 0.04% 274
2023
Q1 		$400K Sell
1,798
-211
-11% -$47.6K 0.05% 251
2022
Q4 		$480K Sell
2,009
-596
-23% -$146K 0.07% 203
2022
Q3 		$589K Sell
2,605
-221
-8% -$52.1K 0.13% 152
2022
Q2 		$594K Buy
2,826
+11
+0.4% +$2.41K 0.15% 122
2022
Q1 		$640K Buy
2,815
+341
+14% +$73K 0.16% 121
2021
Q4 		$610K Buy
+2,474
New +$560K 0.17% 102

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

EverSource Wealth Advisors's ADP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 17% in Q2 2026, selling an estimated $168K and leaving 3,764 shares worth $843K. The position accounts for 0.03% of the portfolio, ranked #391.

EverSource Wealth Advisors first reported a position in ADP in Q4 2021 and has held it in 19 quarters since. The position peaked at $925K in Q1 2026. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • EverSource Wealth Advisors held 3,764 shares of Automatic Data Processing worth $843K as of Q2 2026.
  • EverSource Wealth Advisors sold 788 Automatic Data Processing shares in Q2 2026, an estimated $168K.
  • Automatic Data Processing made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #391 holding.
  • EverSource Wealth Advisors first reported a position in Automatic Data Processing in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Automatic Data Processing position peaked at $925K in Q1 2026.
  • 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.