Jamison Private Wealth Management
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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
Q3 		$7.72M Sell
29,906
-282
-0.9% -$74.8K 0.78% 41
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Jamison Private Wealth Management's ADP Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its Automatic Data Processing (ADP) stake by 0.93% in Q3 2026, selling an estimated $74.8K and leaving 29,906 shares worth $7.72M. The position accounts for 0.78% of the portfolio, ranked #41.

Jamison Private Wealth Management first reported a position in ADP in Q3 2023 and has held it in 13 quarters since. The position peaked at $9.01M in Q2 2025. 2,100 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Jamison Private Wealth Management held 29,906 shares of Automatic Data Processing worth $7.72M as of Q3 2026.
  • Jamison Private Wealth Management sold 282 Automatic Data Processing shares in Q3 2026, an estimated $74.8K.
  • Automatic Data Processing made up 0.78% of Jamison Private Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Jamison Private Wealth Management first reported a position in Automatic Data Processing in Q3 2023 and has held it in 13 quarters since.
  • Jamison Private Wealth Management's Automatic Data Processing position peaked at $9.01M in Q2 2025.
  • 2,100 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.