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 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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Holos Integrated Wealth's ADP Position: Q2 2026 in Review

Holos Integrated Wealth held its Automatic Data Processing (ADP) position steady in Q2 2026 at 150 shares worth $36.8K. 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 7 quarters since. The position peaked at $45.9K in Q2 2025. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Holos Integrated Wealth held 150 shares of Automatic Data Processing worth $36.8K as of Q2 2026.
Holos Integrated Wealth left its Automatic Data Processing share count unchanged in Q2 2026.
Automatic Data Processing made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #171 holding.
Holos Integrated Wealth first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Automatic Data Processing position peaked at $45.9K in Q2 2025.
721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.