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

KFG 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 		– Sell
-2,201
Closed -$447K – 226
2026
Q1 		$447K Buy
2,201
+43
+2% +$9.86K 0.06% 146
2025
Q4 		$555K Sell
2,158
-241
-10% -$64.2K 0.07% 120
2025
Q3 		$704K Sell
2,399
-255
-10% -$76.7K 0.1% 99
2025
Q2 		$819K Buy
2,654
+151
+6% +$46.4K 0.13% 86
2025
Q1 		$765K Sell
2,503
-412
-14% -$124K 0.14% 83
2024
Q4 		$853K Buy
2,915
+78
+3% +$23.1K 0.16% 67
2024
Q3 		$785K Sell
2,837
-194
-6% -$50.7K 0.17% 79
2024
Q2 		$723K Buy
3,031
+51
+2% +$12.5K 0.29% 63
2024
Q1 		$744K Buy
2,980
+164
+6% +$40.1K 0.31% 62
2023
Q4 		$656K Sell
2,816
-19
-0.7% -$4.43K 0.3% 57
2023
Q3 		$682K Buy
2,835
+295
+12% +$71.9K 0.37% 49
2023
Q2 		$558K Buy
2,540
+1,373
+118% +$296K 0.33% 55
2023
Q1 		$253K Buy
+1,167
New +$263K 0.18% 73

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

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

KFG Wealth Management sold out of Automatic Data Processing (ADP) in Q2 2026, closing a stake of 2,201 shares — an estimated $447K sold.

KFG Wealth Management first reported a position in ADP in Q1 2023 and held it in 13 quarters. The position peaked at $853K in Q4 2024. 712 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • KFG Wealth Management reported no remaining Automatic Data Processing position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 2,201 Automatic Data Processing shares in Q2 2026, an estimated $447K.
  • KFG Wealth Management first reported a position in Automatic Data Processing in Q1 2023 and held it in 13 quarters.
  • KFG Wealth Management's Automatic Data Processing position peaked at $853K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.