HWM
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HB Wealth Management’s Automatic Data Processing ADP Stock Holding History

HB 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 		$10.4M Sell
46,647
-27
-0.1% -$5.77K 0.06% 164
2026
Q1 		$9.48M Buy
46,674
+907
+2% +$208K 0.06% 165
2025
Q4 		$11.8M Buy
45,767
+658
+1% +$175K 0.08% 138
2025
Q3 		$13.2M Buy
45,109
+2,487
+6% +$749K 0.09% 124
2025
Q2 		$13.1M Sell
42,622
-4,866
-10% -$1.49M 0.1% 105
2025
Q1 		$14.5M Buy
47,488
+3,917
+9% +$1.18M 0.12% 98
2024
Q4 		$12.8M Buy
43,571
+2,530
+6% +$748K 0.13% 81
2024
Q3 		$11.4M Sell
41,041
-2,054
-5% -$537K 0.12% 84
2024
Q2 		$10.3M Buy
43,095
+674
+2% +$165K 0.12% 85
2024
Q1 		$10.6M Buy
42,421
+1,992
+5% +$487K 0.13% 79
2023
Q4 		$9.42M Sell
40,429
-913
-2% -$213K 0.14% 82
2023
Q3 		$9.95M Buy
41,342
+1,307
+3% +$319K 0.16% 70
2023
Q2 		$8.8M Buy
40,035
+856
+2% +$185K 0.14% 77
2023
Q1 		$8.72M Sell
39,179
-1,255
-3% -$283K 0.15% 72
2022
Q4 		$9.66M Buy
40,434
+1,779
+5% +$437K 0.18% 66
2022
Q3 		$8.74M Buy
38,655
+17,604
+84% +$4.15M 0.19% 60
2022
Q2 		$4.42M Buy
21,051
+840
+4% +$184K 0.09% 108
2022
Q1 		$4.6M Buy
20,211
+11,403
+129% +$2.44M 0.09% 117
2021
Q4 		$2.17M Buy
+8,808
New +$1.99M 0.04% 157

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

HB Wealth Management's ADP Position: Q2 2026 in Review

HB Wealth Management reduced its Automatic Data Processing (ADP) stake by 0.06% in Q2 2026, selling an estimated $5.77K and leaving 46,647 shares worth $10.4M. The position accounts for 0.06% of the portfolio, ranked #164.

HB Wealth Management first reported a position in ADP in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.5M in Q1 2025. 2,281 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • HB Wealth Management held 46,647 shares of Automatic Data Processing worth $10.4M as of Q2 2026.
  • HB Wealth Management sold 27 Automatic Data Processing shares in Q2 2026, an estimated $5.77K.
  • Automatic Data Processing made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #164 holding.
  • HB Wealth Management first reported a position in Automatic Data Processing in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Automatic Data Processing position peaked at $14.5M in Q1 2025.
  • 2,281 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.