HWM
ADP icon

HFR Wealth Management’s Automatic Data Processing ADP Stock Holding History

HFR 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 		$10.6M Sell
47,551
-170
-0.4% -$36.3K 2.6% 24
2026
Q1 		$9.7M Sell
47,721
-591
-1% -$136K 2.38% 27
2025
Q4 		$12.4M Buy
48,312
+326
+0.7% +$86.8K 2.93% 18
2025
Q3 		$14.1M Buy
47,986
+55
+0.1% +$16.6K 3.23% 12
2025
Q2 		$14.8M Buy
47,931
+290
+0.6% +$89.1K 3.57% 12
2025
Q1 		$14.6M Sell
47,641
-146
-0.3% -$44K 3.54% 10
2024
Q4 		$14M Sell
47,787
-147
-0.3% -$43.4K 3.46% 10
2024
Q3 		$13.3M Buy
47,934
+415
+0.9% +$109K 3.22% 11
2024
Q2 		$11.3M Buy
47,519
+292
+0.6% +$71.7K 2.89% 16
2024
Q1 		$11.8M Buy
47,227
+314
+0.7% +$76.7K 2.98% 14
2023
Q4 		$10.9M Buy
46,913
+564
+1% +$131K 2.96% 13
2023
Q3 		$11.2M Sell
46,349
-452
-1% -$110K 3.26% 6
2023
Q2 		$10.3M Sell
46,801
-9
-0% -$1.94K 2.86% 14
2023
Q1 		$10.4M Sell
46,810
-167
-0.4% -$37.7K 2.96% 11
2022
Q4 		$11.2M Sell
46,977
-666
-1% -$164K 3.26% 7
2022
Q3 		$10.8M Sell
47,643
-2,761
-5% -$651K 3.52% 3
2022
Q2 		$10.6M Sell
50,404
-120
-0.2% -$26.3K 3.2% 5
2022
Q1 		$11.5M Buy
50,524
+197
+0.4% +$42.2K 3.04% 8
2021
Q4 		$12.4M Buy
50,327
+624
+1% +$141K 3.11% 10
2021
Q3 		$9.94M Buy
49,703
+1,303
+3% +$268K 2.89% 12
2021
Q2 		$9.61M Buy
+48,400
New +$9.41M 2.89% 13

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

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

HFR Wealth Management reduced its Automatic Data Processing (ADP) stake by 0.36% in Q2 2026, selling an estimated $36.3K and leaving 47,551 shares worth $10.6M. The position accounts for 2.6% of the portfolio, ranked #24.

HFR Wealth Management first reported a position in ADP in Q2 2021 and has held it in 21 quarters since. The position peaked at $14.8M in Q2 2025. 2,273 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • HFR Wealth Management held 47,551 shares of Automatic Data Processing worth $10.6M as of Q2 2026.
  • HFR Wealth Management sold 170 Automatic Data Processing shares in Q2 2026, an estimated $36.3K.
  • Automatic Data Processing made up 2.6% of HFR Wealth Management's portfolio in Q2 2026, its #24 holding.
  • HFR Wealth Management first reported a position in Automatic Data Processing in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's Automatic Data Processing position peaked at $14.8M in Q2 2025.
  • 2,273 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.