Heritage Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $761K | Sell |
3,400
-7,410
| -69% | -$1.58M | 0.03% | 108 |
|
|
2026
Q1 | $2.2M | Sell |
10,810
-199,026
| -95% | -$45.6M | 0.09% | 52 |
|
|
2025
Q4 | $54M | Buy |
209,836
+20,456
| +11% | +$5.45M | 2.06% | 17 |
|
|
2025
Q3 | $55.6M | Buy |
189,380
+3,636
| +2% | +$1.09M | 2.43% | 13 |
|
|
2025
Q2 | $57.3M | Sell |
185,744
-313
| -0.2% | -$96.1K | 2.72% | 10 |
|
|
2025
Q1 | $56.8M | Buy |
186,057
+6,222
| +3% | +$1.88M | 2.88% | 11 |
|
|
2024
Q4 | $52.6M | Sell |
179,835
-3,171
| -2% | -$937K | 2.61% | 15 |
|
|
2024
Q3 | $50.6M | Buy |
183,006
+5,638
| +3% | +$1.47M | 2.38% | 15 |
|
|
2024
Q2 | $42.3M | Buy |
177,368
+8,940
| +5% | +$2.19M | 1.91% | 20 |
|
|
2024
Q1 | $42.1M | Buy |
168,428
+19,765
| +13% | +$4.83M | 1.92% | 21 |
|
|
2023
Q4 | $34.6M | Buy |
148,663
+14,262
| +11% | +$3.32M | 1.72% | 22 |
|
|
2023
Q3 | $32.3M | Buy |
134,401
+129,942
| +2,914% | +$31.7M | 1.76% | 20 |
|
|
2023
Q2 | $980K | Sell |
4,459
-21
| -0.5% | -$4.53K | 0.05% | 84 |
|
|
2023
Q1 | $997K | Buy |
4,480
+70
| +2% | +$15.8K | 0.06% | 82 |
|
|
2022
Q4 | $1.05M | Buy |
4,410
+88
| +2% | +$21.6K | 0.06% | 78 |
|
|
2022
Q3 | $978K | Sell |
4,322
-34
| -0.8% | -$8.02K | 0.07% | 76 |
|
|
2022
Q2 | $915K | Buy |
4,356
+1,790
| +70% | +$392K | 0.06% | 84 |
|
|
2022
Q1 | $584K | Sell |
2,566
-2,299
| -47% | -$492K | 0.03% | 122 |
|
|
2021
Q4 | $1.2M | Sell |
4,865
-2
| -0% | -$453 | 0.07% | 80 |
|
|
2021
Q3 | $973K | Buy |
4,867
+50
| +1% | +$10.3K | 0.06% | 85 |
|
|
2021
Q2 | $957K | Hold |
4,817
| – | – | 0.06% | 86 |
|
|
2021
Q1 | $908K | Sell |
4,817
-5,275
| -52% | -$916K | 0.05% | 89 |
|
|
2020
Q4 | $1.78M | Buy |
10,092
+7,391
| +274% | +$1.21M | 0.11% | 64 |
|
|
2020
Q3 | $377K | Hold |
2,701
| – | – | 0.05% | 109 |
|
|
2020
Q2 | $402K | Sell |
2,701
-4
| -0.1% | -$573 | 0.06% | 95 |
|
|
2020
Q1 | $370K | Buy |
2,705
+90
| +3% | +$14.5K | 0.07% | 94 |
|
|
2019
Q4 | $446K | Buy |
2,615
+11
| +0.4% | +$1.82K | 0.06% | 110 |
|
|
2019
Q3 | $420K | Sell |
2,604
-1
| -0% | -$165 | 0.06% | 107 |
|
|
2019
Q2 | $431K | Hold |
2,605
| – | – | 0.07% | 101 |
|
|
2019
Q1 | $416K | Buy |
2,605
+1
| +0% | +$145 | 0.07% | 91 |
|
|
2018
Q4 | $341K | Hold |
2,604
| – | – | 0.07% | 97 |
|
|
2018
Q3 | $392K | Sell |
2,604
-1
| -0% | -$141 | 0.08% | 88 |
|
|
2018
Q2 | $349K | Hold |
2,605
| – | – | 0.13% | 87 |
|
|
2018
Q1 | $296K | Hold |
2,605
| – | – | 0.12% | 91 |
|
|
2017
Q4 | $305K | Sell |
2,605
-91
| -3% | -$10.4K | 0.13% | 92 |
|
|
2017
Q3 | $296K | Buy |
2,696
+1
| +0% | +$107 | 0.15% | 84 |
|
|
2017
Q2 | $275K | Buy |
2,695
+2
| +0.1% | +$202 | 0.14% | 85 |
|
|
2017
Q1 | $275K | Buy |
2,693
+1
| +0% | +$102 | 0.15% | 80 |
|
|
2016
Q4 | $276K | Sell |
2,692
-142
| -5% | -$13.2K | 0.18% | 68 |
|
|
2016
Q3 | $251K | Buy |
2,834
+364
| +15% | +$33K | 0.17% | 74 |
|
|
2016
Q2 | $227K | Hold |
2,470
| – | – | 0.15% | 85 |
|
|
2016
Q1 | $221K | Hold |
2,470
| – | – | 0.17% | 74 |
|
|
2015
Q4 | $208K | Buy |
+2,470
| New | +$213K | 0.18% | 76 |
|
|
2015
Q2 | – | Sell |
-2,470
| Closed | -$212K | – | 86 |
|
|
2015
Q1 | $212K | Hold |
2,470
| – | – | 0.17% | 87 |
|
|
2014
Q4 | $206K | Sell |
2,470
-343
| -12% | -$27.8K | 0.18% | 91 |
|
|
2014
Q3 | $206K | Buy |
+2,813
| New | +$203K | 0.21% | 67 |
|
|
2014
Q1 | – | Sell |
-3,041
| Closed | -$215K | – | 67 |
|
|
2013
Q4 | $215K | Buy |
+3,041
| New | +$205K | 0.27% | 61 |
|
Other funds holding ADP
Heritage Wealth Advisors's ADP Position: Q2 2026 in Review
Heritage Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 69% in Q2 2026, selling an estimated $1.58M and leaving 3,400 shares worth $761K. The position accounts for 0.03% of the portfolio, ranked #108.
Heritage Wealth Advisors first reported a position in ADP in Q4 2013 and has held it in 47 quarters since. The position peaked at $57.3M in Q2 2025. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.
- Heritage Wealth Advisors held 3,400 shares of Automatic Data Processing worth $761K as of Q2 2026.
- Heritage Wealth Advisors sold 7,410 Automatic Data Processing shares in Q2 2026, an estimated $1.58M.
- Automatic Data Processing made up 0.03% of Heritage Wealth Advisors's portfolio in Q2 2026, its #108 holding.
- Heritage Wealth Advisors first reported a position in Automatic Data Processing in Q4 2013 and has held it in 47 quarters since.
- Heritage Wealth Advisors's Automatic Data Processing position peaked at $57.3M in Q2 2025.
- 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.