IWM
ADP icon

Integris Wealth Management’s Automatic Data Processing ADP Stock Holding History

Integris Wealth Management’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 		$259K Hold
1,156
– – 0.05% 116
2026
Q1 		$235K Hold
1,156
– – 0.05% 103
2025
Q4 		$297K Hold
1,156
– – 0.07% 93
2025
Q3 		$339K Hold
1,156
– – 0.08% 86
2025
Q2 		$357K Hold
1,156
– – 0.09% 80
2025
Q1 		$353K Sell
1,156
-46
-4% -$13.9K 0.1% 73
2024
Q4 		$352K Sell
1,202
-42
-3% -$12.4K 0.1% 71
2024
Q3 		$344K Hold
1,244
– – 0.1% 70
2024
Q2 		$297K Hold
1,244
– – 0.09% 74
2024
Q1 		$311K Sell
1,244
-6
-0.5% -$1.47K 0.09% 70
2023
Q4 		$291K Sell
1,250
-42
-3% -$9.79K 0.09% 74
2023
Q3 		$311K Hold
1,292
– – 0.1% 64
2023
Q2 		$284K Hold
1,292
– – 0.1% 65
2023
Q1 		$288K Hold
1,292
– – 0.11% 64
2022
Q4 		$309K Buy
+1,292
New +$317K 0.12% 61

Other funds holding ADP

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return