Lorne Steinberg Wealth Management’s Automatic Data Processing ADP Stock Holding History

Lorne Steinberg 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	$3.89M	Buy	17,369 +570	+3%	+$122K	0.8%	45
2026 Q1	$3.41M	Buy	16,799 +309	+2%	+$70.9K	0.81%	45
2025 Q4	$4.24M	Sell	16,490 -195	-1%	-$51.9K	0.98%	45
2025 Q3	$4.9M	Buy	16,685 +8,181	+96%	+$2.46M	1.18%	41
2025 Q2	$2.62M	Sell	8,504 -60	-0.7%	-$18.4K	0.68%	50
2025 Q1	$2.62M	Buy	8,564 +79	+0.9%	+$23.8K	0.76%	50
2024 Q4	$2.48M	Buy	8,485 +109	+1%	+$32.2K	0.72%	49
2024 Q3	$2.32M	Buy	+8,376	New	+$2.19M	0.67%	51

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lorne Steinberg Wealth Management's ADP Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Automatic Data Processing (ADP) stake by 3.4% in Q2 2026, buying an estimated $122K and bringing the position to 17,369 shares worth $3.89M. The position accounts for 0.8% of the portfolio, ranked #45.

Lorne Steinberg Wealth Management first reported a position in ADP in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.9M in Q3 2025. 2,281 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Lorne Steinberg Wealth Management held 17,369 shares of Automatic Data Processing worth $3.89M as of Q2 2026.
Lorne Steinberg Wealth Management bought 570 Automatic Data Processing shares in Q2 2026, an estimated $122K.
Automatic Data Processing made up 0.8% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #45 holding.
Lorne Steinberg Wealth Management first reported a position in Automatic Data Processing in Q3 2024 and has held it in 8 quarters since.
Lorne Steinberg Wealth Management's Automatic Data Processing position peaked at $4.9M in Q3 2025.
2,281 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.