FWP
ADP icon

Falcon Wealth Planning’s Automatic Data Processing ADP Stock Holding History

Falcon Wealth Planning’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 		$363K Buy
1,620
+483
+42% +$103K 0.02% 173
2026
Q1 		$231K Buy
1,137
+231
+25% +$53K 0.02% 213
2025
Q4 		$233K Buy
906
+55
+6% +$14.6K 0.02% 191
2025
Q3 		$250K Buy
851
+59
+7% +$17.8K 0.02% 166
2025
Q2 		$244K Sell
792
-21
-3% -$6.45K 0.02% 155
2025
Q1 		$249K Buy
813
+22
+3% +$6.64K 0.03% 150
2024
Q4 		$232K Buy
791
+30
+4% +$8.87K 0.03% 148
2024
Q3 		$211K Buy
+761
New +$199K 0.02% 145

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

Falcon Wealth Planning's ADP Position: Q2 2026 in Review

Falcon Wealth Planning increased its Automatic Data Processing (ADP) stake by 42% in Q2 2026, buying an estimated $103K and bringing the position to 1,620 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #173.

Falcon Wealth Planning first reported a position in ADP in Q3 2024 and has held it in 8 quarters since. 2,282 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Falcon Wealth Planning held 1,620 shares of Automatic Data Processing worth $363K as of Q2 2026.
  • Falcon Wealth Planning bought 483 Automatic Data Processing shares in Q2 2026, an estimated $103K.
  • Automatic Data Processing made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #173 holding.
  • Falcon Wealth Planning first reported a position in Automatic Data Processing in Q3 2024 and has held it in 8 quarters since.
  • 2,282 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.