Heritage Wealth Management (Ohio)’s Automatic Data Processing ADP Stock Holding History

Heritage Wealth Management (Ohio)’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	$720K	Sell	3,213 -80	-2%	-$17.1K	0.18%	127
2026 Q1	$669K	Sell	3,293 -47	-1%	-$10.8K	0.33%	79
2025 Q4	$859K	Hold	3,340	–	–	0.24%	104
2025 Q3	$980K	Hold	3,340	–	–	0.29%	90
2025 Q2	$1.03M	Buy	3,340 +35	+1%	+$10.8K	0.33%	78
2025 Q1	$1.01M	Buy	3,305 +20	+0.6%	+$6.03K	0.34%	76
2024 Q4	$962K	Hold	3,285	–	–	0.32%	79
2024 Q3	$909K	Hold	3,285	–	–	0.3%	85
2024 Q2	$774K	Buy	+3,285	New	+$807K	0.26%	97

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

Heritage Wealth Management (Ohio)'s ADP Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Automatic Data Processing (ADP) stake by 2.4% in Q2 2026, selling an estimated $17.1K and leaving 3,213 shares worth $720K. The position accounts for 0.18% of the portfolio, ranked #127.

Heritage Wealth Management (Ohio) first reported a position in ADP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q2 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,213 shares of Automatic Data Processing worth $720K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 80 Automatic Data Processing shares in Q2 2026, an estimated $17.1K.
Automatic Data Processing made up 0.18% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #127 holding.
Heritage Wealth Management (Ohio) first reported a position in Automatic Data Processing in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Automatic Data Processing position peaked at $1.03M in Q2 2025.
2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.