Golden State Wealth Management’s Automatic Data Processing ADP Stock Holding History

Golden State Wealth Management’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	$69.3K	Sell	309 -124	-29%	-$26.5K	0.01%	652
2026 Q1	$88K	Sell	433 -14	-3%	-$3.21K	0.01%	551
2025 Q4	$115K	Buy	447 +27	+6%	+$7.19K	0.01%	494
2025 Q3	$123K	Sell	420 -145	-26%	-$43.6K	0.01%	458
2025 Q2	$174K	Hold	565	–	–	0.02%	382
2025 Q1	$173K	Buy	565 +129	+30%	+$38.9K	0.03%	358
2024 Q4	$128K	Buy	+436	New	+$129K	0.02%	389
2020 Q2	–	Sell	-92	Closed	-$13.2K	–	217
2020 Q1	$13K	Buy	+92	New	+$14.8K	0.01%	564
2019 Q4	–	Sell	-350	Closed	-$56K	–	74
2019 Q3	$56K	Hold	350	–	–	0.02%	398
2019 Q2	$57K	Hold	350	–	–	0.02%	423
2019 Q1	$56K	Buy	+350	New	+$50.8K	0.02%	413

Other funds holding ADP

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Golden State Wealth Management's ADP Position: Q2 2026 in Review

Golden State Wealth Management reduced its Automatic Data Processing (ADP) stake by 29% in Q2 2026, selling an estimated $26.5K and leaving 309 shares worth $69.3K. The position accounts for 0.01% of the portfolio, ranked #652.

Golden State Wealth Management first reported a position in ADP in Q1 2019 and has held it in 11 quarters since. The position peaked at $174K in Q2 2025. 653 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Golden State Wealth Management held 309 shares of Automatic Data Processing worth $69.3K as of Q2 2026.
Golden State Wealth Management sold 124 Automatic Data Processing shares in Q2 2026, an estimated $26.5K.
Automatic Data Processing made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #652 holding.
Golden State Wealth Management first reported a position in Automatic Data Processing in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Automatic Data Processing position peaked at $174K in Q2 2025.
653 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.