JWM
ADP icon

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

Jeppson 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 		$788K Sell
3,520
-21
-0.6% -$4.49K 0.23% 96
2026
Q1 		$719K Buy
3,541
+940
+36% +$216K 0.23% 95
2025
Q4 		$669K Sell
2,601
-43
-2% -$11.4K 0.21% 101
2025
Q3 		$776K Hold
2,644
– – 0.25% 89
2025
Q2 		$815K Sell
2,644
-5
-0.2% -$1.54K 0.28% 83
2025
Q1 		$809K Sell
2,649
-20
-0.7% -$6.03K 0.3% 85
2024
Q4 		$781K Sell
2,669
-40
-1% -$11.8K 0.28% 85
2024
Q3 		$750K Sell
2,709
-5
-0.2% -$1.31K 0.27% 89
2024
Q2 		$648K Sell
2,714
-55
-2% -$13.5K 0.25% 91
2024
Q1 		$692K Buy
2,769
+5
+0.2% +$1.22K 0.27% 89
2023
Q4 		$644K Sell
2,764
-5
-0.2% -$1.17K 0.27% 91
2023
Q3 		$666K Sell
2,769
-105
-4% -$25.6K 0.31% 83
2023
Q2 		$632K Sell
2,874
-85
-3% -$18.3K 0.27% 90
2023
Q1 		$659K Sell
2,959
-84
-3% -$18.9K 0.29% 89
2022
Q4 		$727K Buy
3,043
+193
+7% +$47.4K 0.31% 73
2022
Q3 		$645K Buy
2,850
+3
+0.1% +$708 0.29% 79
2022
Q2 		$598K Buy
2,847
+252
+10% +$55.2K 0.26% 89
2022
Q1 		$590K Buy
2,595
+15
+0.6% +$3.21K 0.28% 84
2021
Q4 		$636K Sell
2,580
-60
-2% -$13.6K 0.31% 73
2021
Q3 		$527K Buy
2,640
+35
+1% +$7.21K 0.27% 81
2021
Q2 		$517K Hold
2,605
– – 0.28% 80
2021
Q1 		$490K Sell
2,605
-10
-0.4% -$1.74K 0.29% 77
2020
Q4 		$461K Hold
2,615
– – 0.31% 78
2020
Q3 		$365K Buy
+2,615
New +$366K 0.29% 84

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

Jeppson Wealth Management's ADP Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Automatic Data Processing (ADP) stake by 0.59% in Q2 2026, selling an estimated $4.49K and leaving 3,520 shares worth $788K. The position accounts for 0.23% of the portfolio, ranked #96.

Jeppson Wealth Management first reported a position in ADP in Q3 2020 and has held it in 24 quarters since. The position peaked at $815K in Q2 2025. 2,288 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Jeppson Wealth Management held 3,520 shares of Automatic Data Processing worth $788K as of Q2 2026.
  • Jeppson Wealth Management sold 21 Automatic Data Processing shares in Q2 2026, an estimated $4.49K.
  • Automatic Data Processing made up 0.23% of Jeppson Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Jeppson Wealth Management first reported a position in Automatic Data Processing in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Automatic Data Processing position peaked at $815K in Q2 2025.
  • 2,288 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.