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 Q3	–	Sell	-923	Closed	-$207K	–	336
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%	+$9.8K	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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Independent Wealth Network's ADP Position: Q3 2026 in Review

Independent Wealth Network sold out of Automatic Data Processing (ADP) in Q3 2026, closing a stake of 923 shares — an estimated $207K sold.

Independent Wealth Network first reported a position in ADP in Q3 2021 and held it in 10 quarters. The position peaked at $273K in Q4 2021. 1,361 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Independent Wealth Network reported no remaining Automatic Data Processing position as of Q3 2026 after selling out during the quarter.
Independent Wealth Network sold 923 Automatic Data Processing shares in Q3 2026, an estimated $207K.
Independent Wealth Network first reported a position in Automatic Data Processing in Q3 2021 and held it in 10 quarters.
Independent Wealth Network's Automatic Data Processing position peaked at $273K in Q4 2021.
1,361 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.