MWM
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Mission Wealth Management’s Automatic Data Processing ADP Stock Holding History

Mission 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 		$8.29M Buy
37,028
+30,242
+446% +$6.46M 0.1% 124
2026
Q1 		$1.38M Sell
6,786
-127
-2% -$29.1K 0.03% 269
2025
Q4 		$1.78M Sell
6,913
-2,280
-25% -$607K 0.04% 231
2025
Q3 		$2.7M Buy
9,193
+1,305
+17% +$393K 0.05% 182
2025
Q2 		$2.43M Buy
7,888
+339
+4% +$104K 0.05% 190
2025
Q1 		$2.31M Sell
7,549
-542
-7% -$163K 0.06% 179
2024
Q4 		$2.37M Sell
8,091
-163
-2% -$48.2K 0.06% 167
2024
Q3 		$2.28M Sell
8,254
-346
-4% -$90.5K 0.06% 169
2024
Q2 		$2.05M Sell
8,600
-164
-2% -$40.3K 0.05% 168
2024
Q1 		$2.19M Sell
8,764
-30
-0.3% -$7.33K 0.06% 172
2023
Q4 		$2.05M Buy
8,794
+217
+3% +$50.6K 0.07% 147
2023
Q3 		$2.06M Sell
8,577
-204
-2% -$49.7K 0.08% 130
2023
Q2 		$1.93M Sell
8,781
-298
-3% -$64.3K 0.07% 137
2023
Q1 		$2.02M Sell
9,079
-163
-2% -$36.8K 0.08% 131
2022
Q4 		$2.21M Buy
9,242
+508
+6% +$125K 0.11% 120
2022
Q3 		$1.98M Buy
8,734
+530
+6% +$125K 0.1% 113
2022
Q2 		$1.72M Buy
8,204
+1,806
+28% +$396K 0.09% 122
2022
Q1 		$1.46M Buy
6,398
+393
+7% +$84.1K 0.07% 143
2021
Q4 		$1.48M Sell
6,005
-30
-0.5% -$6.79K 0.07% 142
2021
Q3 		$1.21M Buy
6,035
+4,171
+224% +$859K 0.06% 159
2021
Q2 		$370K Buy
1,864
+493
+36% +$95.8K 0.02% 346
2021
Q1 		$258K Sell
1,371
-68
-5% -$11.8K 0.02% 391
2020
Q4 		$254K Buy
+1,439
New +$236K 0.02% 361
2019
Q2 		– Sell
-1,478
Closed -$236K – 321
2019
Q1 		$236K Buy
+1,478
New +$215K 0.03% 277

Other funds holding ADP

Ninety One (UK)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Mission Wealth Management's ADP Position: Q2 2026 in Review

Mission Wealth Management increased its Automatic Data Processing (ADP) stake by 446% in Q2 2026, buying an estimated $6.46M and bringing the position to 37,028 shares worth $8.29M. The position accounts for 0.1% of the portfolio, ranked #124.

Mission Wealth Management first reported a position in ADP in Q1 2019 and has held it in 24 quarters since. 684 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Mission Wealth Management held 37,028 shares of Automatic Data Processing worth $8.29M as of Q2 2026.
  • Mission Wealth Management bought 30,242 Automatic Data Processing shares in Q2 2026, an estimated $6.46M.
  • Automatic Data Processing made up 0.1% of Mission Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Mission Wealth Management first reported a position in Automatic Data Processing in Q1 2019 and has held it in 24 quarters since.
  • 684 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.