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Mowery & Schoenfeld Wealth Management’s Automatic Data Processing ADP Stock Holding History

Mowery & Schoenfeld 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 		$7.62K Hold
34
– – 0.01% 268
2026
Q1 		$6.91K Sell
34
-284
-89% -$65.1K 0.01% 249
2025
Q4 		$81.8K Buy
318
+206
+184% +$54.8K 0.12% 105
2025
Q3 		$32.9K Sell
112
-16
-13% -$4.82K 0.06% 147
2025
Q2 		$39.5K Hold
128
– – 0.06% 129
2025
Q1 		$39.1K Hold
128
– – 0.08% 151
2024
Q4 		$37.5K Buy
+128
New +$37.8K 0.07% 126

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

Mowery & Schoenfeld Wealth Management's ADP Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Automatic Data Processing (ADP) position steady in Q2 2026 at 34 shares worth $7.62K. The position accounts for 0.01% of the portfolio, ranked #268.

Mowery & Schoenfeld Wealth Management first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $81.8K in Q4 2025. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 34 shares of Automatic Data Processing worth $7.62K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Automatic Data Processing share count unchanged in Q2 2026.
  • Automatic Data Processing made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Automatic Data Processing position peaked at $81.8K in Q4 2025.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.