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

Partners 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	$238K	Sell	1,061 -27	-2%	-$5.77K	0.23%	91
2026 Q1	$221K	Hold	1,088	–	–	0.23%	98
2025 Q4	$280K	Hold	1,088	–	–	0.29%	82
2025 Q3	$319K	Sell	1,088 -129	-11%	-$38.8K	0.32%	86
2025 Q2	$373K	Hold	1,217	–	–	0.42%	64
2025 Q1	$372K	Hold	1,217	–	–	0.42%	64
2024 Q4	$356K	Buy	+1,217	New	+$360K	0.41%	70

Other funds holding ADP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Partners Wealth Management reduced its Automatic Data Processing (ADP) stake by 2.5% in Q2 2026, selling an estimated $5.77K and leaving 1,061 shares worth $238K. The position accounts for 0.23% of the portfolio, ranked #91.

Partners Wealth Management first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q2 2025. 653 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Partners Wealth Management held 1,061 shares of Automatic Data Processing worth $238K as of Q2 2026.
Partners Wealth Management sold 27 Automatic Data Processing shares in Q2 2026, an estimated $5.77K.
Automatic Data Processing made up 0.23% of Partners Wealth Management's portfolio in Q2 2026, its #91 holding.
Partners Wealth Management first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Automatic Data Processing position peaked at $373K in Q2 2025.
653 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.