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Marks Group Wealth Management’s Automatic Data Processing ADP Stock Holding History

Marks Group 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 		$3.57M Sell
15,920
-9,133
-36% -$1.95M 0.31% 81
2026
Q1 		$5.09M Sell
25,053
-596
-2% -$137K 0.49% 81
2025
Q4 		$6.6M Sell
25,649
-2,597
-9% -$691K 0.63% 58
2025
Q3 		$8.29M Sell
28,246
-1,037
-4% -$312K 0.77% 52
2025
Q2 		$9.03M Sell
29,283
-661
-2% -$203K 0.84% 42
2025
Q1 		$9.15M Sell
29,944
-249
-0.8% -$75.1K 0.88% 31
2024
Q4 		$8.84M Sell
30,193
-1,232
-4% -$364K 0.87% 38
2024
Q3 		$8.7M Buy
31,425
+263
+0.8% +$68.8K 0.83% 46
2024
Q2 		$7.44M Buy
31,162
+568
+2% +$139K 0.78% 57
2024
Q1 		$7.64M Buy
30,594
+13,362
+78% +$3.26M 0.8% 54
2023
Q4 		$4.01M Buy
+17,232
New +$4.01M 0.46% 78
2021
Q2 		– Sell
-30,116
Closed -$5.69M – 270
2021
Q1 		$5.69M Sell
30,116
-1,948
-6% -$338K 0.84% 35
2020
Q4 		$5.65M Sell
32,064
-786
-2% -$129K 0.88% 27
2020
Q3 		$4.58M Buy
32,850
+3,885
+13% +$544K 0.83% 45
2020
Q2 		$4.32M Buy
+28,965
New +$4.15M 0.88% 40

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

Marks Group Wealth Management's ADP Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Automatic Data Processing (ADP) stake by 36% in Q2 2026, selling an estimated $1.95M and leaving 15,920 shares worth $3.57M. The position accounts for 0.31% of the portfolio, ranked #81.

Marks Group Wealth Management first reported a position in ADP in Q2 2020 and has held it in 15 quarters since. The position peaked at $9.15M in Q1 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Marks Group Wealth Management held 15,920 shares of Automatic Data Processing worth $3.57M as of Q2 2026.
  • Marks Group Wealth Management sold 9,133 Automatic Data Processing shares in Q2 2026, an estimated $1.95M.
  • Automatic Data Processing made up 0.31% of Marks Group Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Marks Group Wealth Management first reported a position in Automatic Data Processing in Q2 2020 and has held it in 15 quarters since.
  • Marks Group Wealth Management's Automatic Data Processing position peaked at $9.15M in Q1 2025.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

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