KWA
ADP icon

Kingswood Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Kingswood Wealth Advisors’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 		$707K Sell
3,158
-50
-2% -$10.7K 0.03% 508
2026
Q1 		$652K Sell
3,208
-101
-3% -$23.2K 0.03% 483
2025
Q4 		$851K Buy
3,309
+1,136
+52% +$302K 0.04% 382
2025
Q3 		$638K Sell
2,173
-620
-22% -$187K 0.04% 420
2025
Q2 		$862K Sell
2,793
-93
-3% -$28.6K 0.07% 290
2025
Q1 		$882K Sell
2,886
-229
-7% -$69.1K 0.08% 272
2024
Q4 		$912K Sell
3,115
-1,695
-35% -$501K 0.07% 291
2024
Q3 		$1.33M Buy
4,810
+367
+8% +$96K 0.09% 241
2024
Q2 		$1.06M Sell
4,443
-118
-3% -$29K 0.1% 222
2024
Q1 		$1.14M Buy
4,561
+1,310
+40% +$320K 0.13% 178
2023
Q4 		$757K Buy
3,251
+343
+12% +$79.9K 0.09% 251
2023
Q3 		$874K Buy
+2,908
New +$709K 0.15% 162

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

Kingswood Wealth Advisors's ADP Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 1.6% in Q2 2026, selling an estimated $10.7K and leaving 3,158 shares worth $707K. The position accounts for 0.03% of the portfolio, ranked #508.

Kingswood Wealth Advisors first reported a position in ADP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q3 2024. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Kingswood Wealth Advisors held 3,158 shares of Automatic Data Processing worth $707K as of Q2 2026.
  • Kingswood Wealth Advisors sold 50 Automatic Data Processing shares in Q2 2026, an estimated $10.7K.
  • Automatic Data Processing made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #508 holding.
  • Kingswood Wealth Advisors first reported a position in Automatic Data Processing in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Automatic Data Processing position peaked at $1.33M in Q3 2024.
  • 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.