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MOKAN Wealth Management’s Automatic Data Processing ADP Stock Holding History

MOKAN 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 		– Sell
-3,264
Closed -$663K – 98
2026
Q1 		$663K Sell
3,264
-1,813
-36% -$416K 0.29% 66
2025
Q4 		$1.31M Buy
+5,077
New +$1.35M 0.58% 48

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

MOKAN Wealth Management sold out of Automatic Data Processing (ADP) in Q2 2026, closing a stake of 3,264 shares — an estimated $663K sold.

MOKAN Wealth Management first reported a position in ADP in Q4 2025 and held it in 2 quarters. The position peaked at $1.31M in Q4 2025. 1,069 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • MOKAN Wealth Management reported no remaining Automatic Data Processing position as of Q2 2026 after selling out during the quarter.
  • MOKAN Wealth Management sold 3,264 Automatic Data Processing shares in Q2 2026, an estimated $663K.
  • MOKAN Wealth Management first reported a position in Automatic Data Processing in Q4 2025 and held it in 2 quarters.
  • MOKAN Wealth Management's Automatic Data Processing position peaked at $1.31M in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.