Jeppson Wealth Management
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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
Q3 		$897K Sell
3,477
-43
-1% -$11.4K 0.26% 91
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% -$1.16K 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% -$19K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Jeppson Wealth Management's ADP Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Automatic Data Processing (ADP) stake by 1.2% in Q3 2026, selling an estimated $11.4K and leaving 3,477 shares worth $897K. The position accounts for 0.26% of the portfolio, ranked #91.

Jeppson Wealth Management first reported a position in ADP in Q3 2020 and has held it in 25 quarters since. 1,410 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Jeppson Wealth Management held 3,477 shares of Automatic Data Processing worth $897K as of Q3 2026.
  • Jeppson Wealth Management sold 43 Automatic Data Processing shares in Q3 2026, an estimated $11.4K.
  • Automatic Data Processing made up 0.26% of Jeppson Wealth Management's portfolio in Q3 2026, its #91 holding.
  • Jeppson Wealth Management first reported a position in Automatic Data Processing in Q3 2020 and has held it in 25 quarters since.
  • 1,410 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.