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

Medallion 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 		$49.5K Sell
221
-132
-37% -$28.2K 0.02% 472
2026
Q1 		$71.7K Hold
353
– – 0.02% 411
2025
Q4 		$90.8K Hold
353
– – 0.03% 369
2025
Q3 		$104K Hold
353
– – 0.04% 349
2025
Q2 		$109K Hold
353
– – 0.04% 333
2025
Q1 		$108K Hold
353
– – 0.05% 295
2024
Q4 		$105K Buy
+353
New +$104K 0.05% 286

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

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

Medallion Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 37% in Q2 2026, selling an estimated $28.2K and leaving 221 shares worth $49.5K. The position accounts for 0.02% of the portfolio, ranked #472.

Medallion Wealth Advisors first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $109K in Q2 2025. 2,289 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Medallion Wealth Advisors held 221 shares of Automatic Data Processing worth $49.5K as of Q2 2026.
  • Medallion Wealth Advisors sold 132 Automatic Data Processing shares in Q2 2026, an estimated $28.2K.
  • Automatic Data Processing made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #472 holding.
  • Medallion Wealth Advisors first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Automatic Data Processing position peaked at $109K in Q2 2025.
  • 2,289 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.