ORG Wealth Partners’s Automatic Data Processing ADP Stock Holding History

ORG Wealth Partners’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	$249K	Sell	1,112 -625	-36%	-$134K	0.04%	228
2026 Q1	$353K	Sell	1,737 -1,102	-39%	-$253K	0.07%	168
2025 Q4	$731K	Sell	2,839 -157	-5%	-$41.8K	0.17%	88
2025 Q3	$880K	Buy	2,996 +223	+8%	+$67.1K	0.19%	79
2025 Q2	$860K	Buy	2,773 +216	+8%	+$66.3K	0.21%	70
2025 Q1	$784K	Buy	2,557 +1,098	+75%	+$331K	0.24%	79
2024 Q4	$427K	Sell	1,459 -1,487	-50%	-$439K	0.13%	76
2024 Q3	$816K	Buy	+2,946	New	+$770K	0.27%	32

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

ORG Wealth Partners's ADP Position: Q2 2026 in Review

ORG Wealth Partners reduced its Automatic Data Processing (ADP) stake by 36% in Q2 2026, selling an estimated $134K and leaving 1,112 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #228.

ORG Wealth Partners first reported a position in ADP in Q3 2024 and has held it in 8 quarters since. The position peaked at $880K in Q3 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

ORG Wealth Partners held 1,112 shares of Automatic Data Processing worth $249K as of Q2 2026.
ORG Wealth Partners sold 625 Automatic Data Processing shares in Q2 2026, an estimated $134K.
Automatic Data Processing made up 0.04% of ORG Wealth Partners's portfolio in Q2 2026, its #228 holding.
ORG Wealth Partners first reported a position in Automatic Data Processing in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Automatic Data Processing position peaked at $880K in Q3 2025.
2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.