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Laurel Oak Wealth Management’s Automatic Data Processing ADP Stock Holding History

Laurel Oak 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 		$355K Buy
1,586
+539
+51% +$115K 0.05% 259
2026
Q1 		$213K Sell
1,047
-858
-45% -$197K 0.04% 328
2025
Q4 		$490K Buy
+1,905
New +$507K 0.08% 186

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 $3.38T AUM 44.17% 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

Laurel Oak Wealth Management's ADP Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Automatic Data Processing (ADP) stake by 51% in Q2 2026, buying an estimated $115K and bringing the position to 1,586 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #259.

Laurel Oak Wealth Management first reported a position in ADP in Q4 2025 and has held it in 3 quarters since. The position peaked at $490K in Q4 2025. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Laurel Oak Wealth Management held 1,586 shares of Automatic Data Processing worth $355K as of Q2 2026.
  • Laurel Oak Wealth Management bought 539 Automatic Data Processing shares in Q2 2026, an estimated $115K.
  • Automatic Data Processing made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #259 holding.
  • Laurel Oak Wealth Management first reported a position in Automatic Data Processing in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Automatic Data Processing position peaked at $490K in Q4 2025.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.