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

Heartwood 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	$299K	Sell	1,334 -30	-2%	-$6.41K	0.02%	191
2026 Q1	$277K	Hold	1,364	–	–	0.02%	186
2025 Q4	$351K	Hold	1,364	–	–	0.03%	146
2025 Q3	$400K	Hold	1,364	–	–	0.04%	129
2025 Q2	$421K	Sell	1,364 -45	-3%	-$13.8K	0.04%	116
2025 Q1	$430K	Sell	1,409 -15	-1%	-$4.53K	0.05%	109
2024 Q4	$417K	Buy	1,424 +15	+1%	+$4.43K	0.05%	103
2024 Q3	$390K	Hold	1,409	–	–	0.04%	111
2024 Q2	$336K	Buy	+1,409	New	+$346K	0.04%	123
2023 Q3	–	Sell	-1,359	Closed	-$299K	–	131
2023 Q2	$299K	Buy	+1,359	New	+$293K	0.04%	112

Other funds holding ADP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Heartwood Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 2.2% in Q2 2026, selling an estimated $6.41K and leaving 1,334 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #191.

Heartwood Wealth Advisors first reported a position in ADP in Q2 2023 and has held it in 10 quarters since. The position peaked at $430K in Q1 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Heartwood Wealth Advisors held 1,334 shares of Automatic Data Processing worth $299K as of Q2 2026.
Heartwood Wealth Advisors sold 30 Automatic Data Processing shares in Q2 2026, an estimated $6.41K.
Automatic Data Processing made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #191 holding.
Heartwood Wealth Advisors first reported a position in Automatic Data Processing in Q2 2023 and has held it in 10 quarters since.
Heartwood Wealth Advisors's Automatic Data Processing position peaked at $430K in Q1 2025.
2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.