JTWM
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Jackson Thornton Wealth Management’s Automatic Data Processing ADP Stock Holding History

Jackson Thornton 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 		$484K Sell
2,160
-156
-7% -$33.3K 0.04% 159
2026
Q1 		$437K Buy
2,316
+557
+32% +$128K 0.04% 122
2025
Q4 		$459K Buy
1,759
+88
+5% +$23.4K 0.04% 123
2025
Q3 		$486K Sell
1,671
-38
-2% -$11.4K 0.05% 101
2025
Q2 		$525K Sell
1,709
-86
-5% -$26.4K 0.06% 51
2025
Q1 		$527K Buy
+1,795
New +$541K 0.07% 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

Jackson Thornton Wealth Management's ADP Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Automatic Data Processing (ADP) stake by 6.7% in Q2 2026, selling an estimated $33.3K and leaving 2,160 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #159.

Jackson Thornton Wealth Management first reported a position in ADP in Q1 2025 and has held it in 6 quarters since. The position peaked at $527K in Q1 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Jackson Thornton Wealth Management held 2,160 shares of Automatic Data Processing worth $484K as of Q2 2026.
  • Jackson Thornton Wealth Management sold 156 Automatic Data Processing shares in Q2 2026, an estimated $33.3K.
  • Automatic Data Processing made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Jackson Thornton Wealth Management first reported a position in Automatic Data Processing in Q1 2025 and has held it in 6 quarters since.
  • Jackson Thornton Wealth Management's Automatic Data Processing position peaked at $527K in Q1 2025.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.