Holos Integrated Wealth
ADP icon

Holos Integrated Wealth’s Automatic Data Processing ADP Stock Holding History

Holos Integrated Wealth’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
Q3 		$43.1K Hold
150
– – 0.02% 171
2026
Q2 		$36.8K Hold
150
– – 0.02% 171
2026
Q1 		$30.5K Hold
150
– – 0.02% 178
2025
Q4 		$37.9K Hold
150
– – 0.02% 131
2025
Q3 		$42.8K Hold
150
– – 0.03% 121
2025
Q2 		$45.9K Hold
150
– – 0.03% 116
2025
Q1 		$45.8K Hold
150
– – 0.03% 114
2024
Q4 		$43.9K Buy
+150
New +$44.3K 0.03% 114

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Holos Integrated Wealth's ADP Position: Q3 2026 in Review

Holos Integrated Wealth held its Automatic Data Processing (ADP) position steady in Q3 2026 at 150 shares worth $43.1K. The position accounts for 0.02% of the portfolio, ranked #171.

Holos Integrated Wealth first reported a position in ADP in Q4 2024 and has held it in 8 quarters since. The position peaked at $45.9K in Q2 2025. 698 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Holos Integrated Wealth held 150 shares of Automatic Data Processing worth $43.1K as of Q3 2026.
  • Holos Integrated Wealth left its Automatic Data Processing share count unchanged in Q3 2026.
  • Automatic Data Processing made up 0.02% of Holos Integrated Wealth's portfolio in Q3 2026, its #171 holding.
  • Holos Integrated Wealth first reported a position in Automatic Data Processing in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Automatic Data Processing position peaked at $45.9K in Q2 2025.
  • 698 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.