Marshall & Sterling Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Marshall & Sterling 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	$121K	Hold	541	–	–	0.07%	110
2026 Q1	$110K	Hold	541	–	–	0.07%	110
2025 Q4	$139K	Sell	541 -6	-1%	-$1.6K	0.09%	100
2025 Q3	$161K	Sell	547 -18	-3%	-$5.42K	0.1%	97
2025 Q2	$174K	Sell	565 -6	-1%	-$1.84K	0.12%	87
2025 Q1	$174K	Buy	571 +6	+1%	+$1.81K	0.12%	89
2024 Q4	$165K	Buy	+565	New	+$167K	0.11%	87

Other funds holding ADP

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ADP Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Automatic Data Processing (ADP) position steady in Q2 2026 at 541 shares worth $121K. The position accounts for 0.07% of the portfolio, ranked #110.

Marshall & Sterling Wealth Advisors first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $174K in Q1 2025. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Marshall & Sterling Wealth Advisors held 541 shares of Automatic Data Processing worth $121K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Automatic Data Processing share count unchanged in Q2 2026.
Automatic Data Processing made up 0.07% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Marshall & Sterling Wealth Advisors first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Automatic Data Processing position peaked at $174K in Q1 2025.
721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.