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

Martel 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	–	Sell	-1,166	Closed	-$237K	–	63
2026 Q1	$237K	Buy	1,166 +78	+7%	+$17.9K	0.04%	69
2025 Q4	$280K	Buy	1,088 +88	+9%	+$23.4K	0.05%	61
2025 Q3	$294K	Hold	1,000	–	–	0.05%	56
2025 Q2	$308K	Hold	1,000	–	–	0.06%	53
2025 Q1	$306K	Hold	1,000	–	–	0.06%	54
2024 Q4	$293K	Buy	+1,000	New	+$296K	0.06%	57
2024 Q1	–	Sell	-1,200	Closed	-$280K	–	55
2023 Q4	$280K	Hold	1,200	–	–	0.06%	42
2023 Q3	$289K	Hold	1,200	–	–	0.07%	40
2023 Q2	$264K	Hold	1,200	–	–	0.06%	44
2023 Q1	$267K	Hold	1,200	–	–	0.07%	42
2022 Q4	$287K	Hold	1,200	–	–	0.08%	41
2022 Q3	$271K	Hold	1,200	–	–	0.08%	41
2022 Q2	$252K	Hold	1,200	–	–	0.07%	44
2022 Q1	$273K	Hold	1,200	–	–	0.07%	44
2021 Q4	$296K	Sell	1,200 -525	-30%	-$119K	0.07%	42
2021 Q3	$345K	Buy	1,725 +525	+44%	+$108K	0.09%	40
2021 Q2	$238K	Hold	1,200	–	–	0.06%	44
2021 Q1	$226K	Hold	1,200	–	–	0.06%	43
2020 Q4	$211K	Buy	+1,200	New	+$197K	0.06%	43
2020 Q1	–	Sell	-1,200	Closed	-$205K	–	41
2019 Q4	$205K	Buy	+1,200	New	+$199K	0.07%	41

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Martel Wealth Advisors sold out of Automatic Data Processing (ADP) in Q2 2026, closing a stake of 1,166 shares — an estimated $237K sold.

Martel Wealth Advisors first reported a position in ADP in Q4 2019 and held it in 20 quarters. The position peaked at $345K in Q3 2021. 399 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Martel Wealth Advisors reported no remaining Automatic Data Processing position as of Q2 2026 after selling out during the quarter.
Martel Wealth Advisors sold 1,166 Automatic Data Processing shares in Q2 2026, an estimated $237K.
Martel Wealth Advisors first reported a position in Automatic Data Processing in Q4 2019 and held it in 20 quarters.
Martel Wealth Advisors's Automatic Data Processing position peaked at $345K in Q3 2021.
399 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

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