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FSM Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

FSM 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 		$436K Buy
1,947
+54
+3% +$11.5K 0.05% 204
2026
Q1 		$385K Buy
1,893
+230
+14% +$52.7K 0.05% 202
2025
Q4 		$428K Sell
1,663
-295
-15% -$78.5K 0.06% 185
2025
Q3 		$575K Buy
1,958
+258
+15% +$77.7K 0.08% 157
2025
Q2 		$524K Buy
1,700
+381
+29% +$117K 0.09% 147
2025
Q1 		$403K Buy
1,319
+169
+15% +$51K 0.09% 127
2024
Q4 		$341K Sell
1,150
-348
-23% -$103K 0.08% 124
2024
Q3 		$415K Buy
1,498
+488
+48% +$128K 0.11% 108
2024
Q2 		$241K Sell
1,010
-5
-0.5% -$1.23K 0.08% 133
2024
Q1 		$253K Buy
1,015
+107
+12% +$26.1K 0.09% 134
2023
Q4 		$212K Buy
+908
New +$212K 0.09% 148

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VF
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

FSM Wealth Advisors increased its Automatic Data Processing (ADP) stake by 2.9% in Q2 2026, buying an estimated $11.5K and bringing the position to 1,947 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #204.

FSM Wealth Advisors first reported a position in ADP in Q4 2023 and has held it in 11 quarters since. The position peaked at $575K in Q3 2025. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • FSM Wealth Advisors held 1,947 shares of Automatic Data Processing worth $436K as of Q2 2026.
  • FSM Wealth Advisors bought 54 Automatic Data Processing shares in Q2 2026, an estimated $11.5K.
  • Automatic Data Processing made up 0.05% of FSM Wealth Advisors's portfolio in Q2 2026, its #204 holding.
  • FSM Wealth Advisors first reported a position in Automatic Data Processing in Q4 2023 and has held it in 11 quarters since.
  • FSM Wealth Advisors's Automatic Data Processing position peaked at $575K in Q3 2025.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

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