PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Automatic Data Processing ADP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$71.7K	Hold	320	–	–	0.02%	279
2026 Q1	$65K	Hold	320	–	–	0.02%	273
2025 Q4	$82.3K	Hold	320	–	–	0.02%	250
2025 Q3	$93.9K	Sell	320 -30	-9%	-$9.03K	0.03%	215
2025 Q2	$108K	Hold	350	–	–	0.04%	194
2025 Q1	$107K	Hold	350	–	–	0.04%	199
2024 Q4	$102K	Hold	350	–	–	0.04%	187
2024 Q3	$96.9K	Hold	350	–	–	0.05%	169
2024 Q2	$83.5K	Hold	350	–	–	0.05%	166
2024 Q1	$87.4K	Hold	350	–	–	0.06%	155
2023 Q4	$81.5K	Hold	350	–	–	0.05%	152
2023 Q3	$84.2K	Hold	350	–	–	0.06%	141
2023 Q2	$76.9K	Hold	350	–	–	0.06%	144
2023 Q1	$77.9K	Hold	350	–	–	0.06%	140
2022 Q4	$83.6K	Buy	+350	New	+$85.9K	0.07%	129

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ADP Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Automatic Data Processing (ADP) position steady in Q2 2026 at 320 shares worth $71.7K. The position accounts for 0.02% of the portfolio, ranked #279.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ADP in Q4 2022 and has held it in 15 quarters since. The position peaked at $108K in Q2 2025. 1,432 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 320 shares of Automatic Data Processing worth $71.7K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Automatic Data Processing share count unchanged in Q2 2026.
Automatic Data Processing made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #279 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Automatic Data Processing in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Automatic Data Processing position peaked at $108K in Q2 2025.
1,432 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.