JPWM
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Jamison Private Wealth Management’s Automatic Data Processing ADP Stock Holding History

Jamison Private 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 		$6.76M Sell
30,188
-586
-2% -$125K 0.68% 48
2026
Q1 		$6.25M Sell
30,774
-66
-0.2% -$15.1K 0.76% 42
2025
Q4 		$7.93M Buy
30,840
+657
+2% +$175K 0.96% 36
2025
Q3 		$8.86M Buy
30,183
+966
+3% +$291K 1.12% 31
2025
Q2 		$9.01M Sell
29,217
-202
-0.7% -$62K 1.29% 26
2025
Q1 		$8.99M Sell
29,419
-100
-0.3% -$30.2K 1.37% 23
2024
Q4 		$8.64M Buy
29,519
+160
+0.5% +$47.3K 1.28% 26
2024
Q3 		$8.12M Buy
29,359
+174
+0.6% +$45.5K 1.24% 27
2024
Q2 		$6.97M Sell
29,185
-368
-1% -$90.4K 1.16% 29
2024
Q1 		$7.38M Sell
29,553
-73
-0.2% -$17.8K 1.25% 26
2023
Q4 		$6.9M Sell
29,626
-288
-1% -$67.1K 1.29% 24
2023
Q3 		$7.2M Buy
+29,914
New +$7.29M 1.49% 18

Other funds holding ADP

Ninety One (UK)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Jamison Private Wealth Management's ADP Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Automatic Data Processing (ADP) stake by 1.9% in Q2 2026, selling an estimated $125K and leaving 30,188 shares worth $6.76M. The position accounts for 0.68% of the portfolio, ranked #48.

Jamison Private Wealth Management first reported a position in ADP in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.01M in Q2 2025. 647 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Jamison Private Wealth Management held 30,188 shares of Automatic Data Processing worth $6.76M as of Q2 2026.
  • Jamison Private Wealth Management sold 586 Automatic Data Processing shares in Q2 2026, an estimated $125K.
  • Automatic Data Processing made up 0.68% of Jamison Private Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Jamison Private Wealth Management first reported a position in Automatic Data Processing in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's Automatic Data Processing position peaked at $9.01M in Q2 2025.
  • 647 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.