Nicholson Wealth Management Group’s Automatic Data Processing ADP Stock Holding History

Nicholson Wealth Management Group’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	$1.65M	Sell	7,390 -83	-1%	-$17.7K	0.98%	54
2026 Q1	$1.52M	Buy	7,473 +321	+4%	+$73.6K	0.88%	67
2025 Q4	$1.84M	Buy	7,152 +946	+15%	+$252K	1.08%	44
2025 Q3	$1.82M	Buy	6,206 +450	+8%	+$135K	1.07%	35
2025 Q2	$1.78M	Buy	5,756 +110	+2%	+$33.8K	1.09%	30
2025 Q1	$1.73M	Buy	5,646 +197	+4%	+$59.4K	1.13%	26
2024 Q4	$1.6M	Buy	5,449 +1,701	+45%	+$503K	1.07%	29
2024 Q3	$1.04M	Buy	+3,748	New	+$980K	0.85%	30

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nicholson Wealth Management Group's ADP Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Automatic Data Processing (ADP) stake by 1.1% in Q2 2026, selling an estimated $17.7K and leaving 7,390 shares worth $1.65M. The position accounts for 0.98% of the portfolio, ranked #54.

Nicholson Wealth Management Group first reported a position in ADP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q4 2025. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Nicholson Wealth Management Group held 7,390 shares of Automatic Data Processing worth $1.65M as of Q2 2026.
Nicholson Wealth Management Group sold 83 Automatic Data Processing shares in Q2 2026, an estimated $17.7K.
Automatic Data Processing made up 0.98% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #54 holding.
Nicholson Wealth Management Group first reported a position in Automatic Data Processing in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's Automatic Data Processing position peaked at $1.84M in Q4 2025.
2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.