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

Modern 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 		$1.45M Buy
6,462
+2,474
+62% +$529K 0.02% 439
2026
Q1 		$803K Buy
3,988
+302
+8% +$69.2K 0.01% 470
2025
Q4 		$948K Sell
3,686
-74
-2% -$19.7K 0.02% 411
2025
Q3 		$1.1M Sell
3,760
-91
-2% -$27.4K 0.02% 374
2025
Q2 		$1.19M Buy
3,851
+80
+2% +$24.6K 0.03% 337
2025
Q1 		$1.15M Buy
3,771
+562
+18% +$170K 0.04% 287
2024
Q4 		$939K Buy
3,209
+1,784
+125% +$527K 0.04% 263
2024
Q3 		$394K Buy
1,425
+97
+7% +$25.4K 0.02% 291
2024
Q2 		$317K Buy
+1,328
New +$326K 0.02% 298

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its Automatic Data Processing (ADP) stake by 62% in Q2 2026, buying an estimated $529K and bringing the position to 6,462 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #439.

Modern Wealth Management first reported a position in ADP in Q2 2024 and has held it in 9 quarters since. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Modern Wealth Management held 6,462 shares of Automatic Data Processing worth $1.45M as of Q2 2026.
  • Modern Wealth Management bought 2,474 Automatic Data Processing shares in Q2 2026, an estimated $529K.
  • Automatic Data Processing made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #439 holding.
  • Modern Wealth Management first reported a position in Automatic Data Processing in Q2 2024 and has held it in 9 quarters since.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

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