IWA
ADP icon

Icon Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Icon Wealth Advisors’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 		$2.69M Buy
12,022
+661
+6% +$141K 0.16% 92
2026
Q1 		$2.44M Sell
11,361
-459
-4% -$105K 0.16% 97
2025
Q4 		$3.04M Sell
11,820
-9
-0.1% -$2.4K 0.2% 74
2025
Q3 		$3.47M Sell
11,829
-116
-1% -$34.9K 0.24% 68
2025
Q2 		$3.68M Buy
11,945
+1,940
+19% +$596K 0.26% 69
2025
Q1 		$3.06M Buy
10,005
+129
+1% +$38.9K 0.25% 75
2024
Q4 		$2.89M Buy
9,876
+48
+0.5% +$14.2K 0.24% 78
2024
Q3 		$2.72M Buy
9,828
+711
+8% +$186K 0.23% 78
2024
Q2 		$2.39M Buy
9,117
+90
+1% +$22.1K 0.21% 82
2024
Q1 		$2.25M Sell
9,027
-802
-8% -$196K 0.21% 88
2023
Q4 		$2.29M Buy
+9,829
New +$2.29M 0.24% 84
2022
Q4 		$4.2M Buy
17,592
+179
+1% +$43.9K 0.48% 54
2022
Q3 		$3.94M Buy
+17,413
New +$4.11M 0.48% 52

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

Icon Wealth Advisors's ADP Position: Q2 2026 in Review

Icon Wealth Advisors increased its Automatic Data Processing (ADP) stake by 5.8% in Q2 2026, buying an estimated $141K and bringing the position to 12,022 shares worth $2.69M. The position accounts for 0.16% of the portfolio, ranked #92.

Icon Wealth Advisors first reported a position in ADP in Q3 2022 and has held it in 13 quarters since. The position peaked at $4.2M in Q4 2022. 2,289 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Icon Wealth Advisors held 12,022 shares of Automatic Data Processing worth $2.69M as of Q2 2026.
  • Icon Wealth Advisors bought 661 Automatic Data Processing shares in Q2 2026, an estimated $141K.
  • Automatic Data Processing made up 0.16% of Icon Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Icon Wealth Advisors first reported a position in Automatic Data Processing in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Automatic Data Processing position peaked at $4.2M in Q4 2022.
  • 2,289 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.