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 Q3	$527K	Hold	2,043	–	–	0.38%	41
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Partnership Wealth Management's ADP Position: Q3 2026 in Review

Partnership Wealth Management held its Automatic Data Processing (ADP) position steady in Q3 2026 at 2,043 shares worth $527K. The position accounts for 0.38% of the portfolio, ranked #41.

Partnership Wealth Management first reported a position in ADP in Q4 2023 and has held it in 12 quarters since. The position peaked at $630K in Q2 2025. 1,623 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Partnership Wealth Management held 2,043 shares of Automatic Data Processing worth $527K as of Q3 2026.
Partnership Wealth Management left its Automatic Data Processing share count unchanged in Q3 2026.
Automatic Data Processing made up 0.38% of Partnership Wealth Management's portfolio in Q3 2026, its #41 holding.
Partnership Wealth Management first reported a position in Automatic Data Processing in Q4 2023 and has held it in 12 quarters since.
Partnership Wealth Management's Automatic Data Processing position peaked at $630K in Q2 2025.
1,623 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.