Independent Wealth Network’s Automatic Data Processing ADP Stock Holding History

Independent Wealth Network’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	$207K	Buy	+923	New	+$197K	0.05%	316
2025 Q4	–	Sell	-704	Closed	-$206K	–	289
2025 Q3	$206K	Buy	704 +9	+1%	+$2.71K	0.07%	260
2025 Q2	$214K	Buy	695 +32	+5%	+$9.83K	0.08%	239
2025 Q1	$202K	Sell	663 -152	-19%	-$45.8K	0.08%	229
2024 Q4	$238K	Buy	815 +18	+2%	+$5.32K	0.1%	200
2024 Q3	$220K	Buy	+797	New	+$208K	0.1%	199
2024 Q2	–	Sell	-817	Closed	-$204K	–	215
2024 Q1	$204K	Buy	+817	New	+$200K	0.1%	205
2022 Q2	–	Sell	-930	Closed	-$212K	–	190
2022 Q1	$212K	Sell	930 -179	-16%	-$38.3K	0.13%	181
2021 Q4	$273K	Buy	1,109 +19	+2%	+$4.3K	0.17%	147
2021 Q3	$246K	Buy	+1,090	New	+$225K	0.16%	159

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

Independent Wealth Network's ADP Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Automatic Data Processing (ADP) in Q2 2026: 923 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #316 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in ADP as recently as Q3 2025.

Independent Wealth Network first reported a position in ADP in Q3 2021 and has held it in 10 quarters since. The position peaked at $273K in Q4 2021. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Independent Wealth Network held 923 shares of Automatic Data Processing worth $207K as of Q2 2026.
Automatic Data Processing was a new Independent Wealth Network position in Q2 2026.
Automatic Data Processing made up 0.05% of Independent Wealth Network's portfolio in Q2 2026, its #316 holding.
Independent Wealth Network first reported a position in Automatic Data Processing in Q3 2021 and has held it in 10 quarters since.
Independent Wealth Network's Automatic Data Processing position peaked at $273K in Q4 2021.
721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.