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

Partnership 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	$458K	Hold	2,043	–	–	0.31%	45
2026 Q1	$415K	Hold	2,043	–	–	0.32%	45
2025 Q4	$526K	Hold	2,043	–	–	0.38%	44
2025 Q3	$600K	Hold	2,043	–	–	0.46%	39
2025 Q2	$630K	Hold	2,043	–	–	0.51%	40
2025 Q1	$624K	Hold	2,043	–	–	0.53%	39
2024 Q4	$598K	Hold	2,043	–	–	0.5%	40
2024 Q3	$565K	Hold	2,043	–	–	0.4%	43
2024 Q2	$488K	Sell	2,043 -50	-2%	-$12.3K	0.36%	55
2024 Q1	$523K	Hold	2,093	–	–	0.37%	59
2023 Q4	$514K	Buy	+2,093	New	+$488K	0.39%	55

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

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

Partnership Wealth Management held its Automatic Data Processing (ADP) position steady in Q2 2026 at 2,043 shares worth $458K. The position accounts for 0.31% of the portfolio, ranked #45.

Partnership Wealth Management first reported a position in ADP in Q4 2023 and has held it in 11 quarters since. The position peaked at $630K in Q2 2025. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Partnership Wealth Management held 2,043 shares of Automatic Data Processing worth $458K as of Q2 2026.
Partnership Wealth Management left its Automatic Data Processing share count unchanged in Q2 2026.
Automatic Data Processing made up 0.31% of Partnership Wealth Management's portfolio in Q2 2026, its #45 holding.
Partnership Wealth Management first reported a position in Automatic Data Processing in Q4 2023 and has held it in 11 quarters since.
Partnership Wealth Management's Automatic Data Processing position peaked at $630K in Q2 2025.
721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.