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

Perfromance 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 		$387K Buy
1,729
+10
+0.6% +$2.14K 0.01% 158
2026
Q1 		$349K Sell
1,719
-39
-2% -$8.94K 0.01% 151
2025
Q4 		$452K Sell
1,758
-2
-0.1% -$532 0.01% 130
2025
Q3 		$517K Hold
1,760
– – 0.01% 113
2025
Q2 		$543K Sell
1,760
-4
-0.2% -$1.23K 0.02% 103
2025
Q1 		$539K Sell
1,764
-29
-2% -$8.75K 0.02% 89
2024
Q4 		$525K Sell
1,793
-24
-1% -$7.09K 0.02% 94
2024
Q3 		$503K Buy
1,817
+116
+7% +$30.3K 0.02% 103
2024
Q2 		$406K Sell
1,701
-100
-6% -$24.6K 0.02% 97
2024
Q1 		$450K Hold
1,801
– – 0.02% 101
2023
Q4 		$420K Hold
1,801
– – 0.02% 112
2023
Q3 		$433K Hold
1,801
– – 0.02% 114
2023
Q2 		$396K Hold
1,801
– – 0.02% 131
2023
Q1 		$401K Sell
1,801
-46
-2% -$10.4K 0.02% 126
2022
Q4 		$441K Sell
1,847
-129
-7% -$31.7K 0.03% 109
2022
Q3 		$447K Hold
1,976
– – 0.03% 105
2022
Q2 		$415K Buy
1,976
+175
+10% +$38.3K 0.02% 108
2022
Q1 		$410K Hold
1,801
– – 0.02% 118
2021
Q4 		$444K Buy
+1,801
New +$408K 0.02% 120

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Perfromance Wealth Partners increased its Automatic Data Processing (ADP) stake by 0.58% in Q2 2026, buying an estimated $2.14K and bringing the position to 1,729 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #158.

Perfromance Wealth Partners first reported a position in ADP in Q4 2021 and has held it in 19 quarters since. The position peaked at $543K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Perfromance Wealth Partners held 1,729 shares of Automatic Data Processing worth $387K as of Q2 2026.
  • Perfromance Wealth Partners bought 10 Automatic Data Processing shares in Q2 2026, an estimated $2.14K.
  • Automatic Data Processing made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #158 holding.
  • Perfromance Wealth Partners first reported a position in Automatic Data Processing in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's Automatic Data Processing position peaked at $543K in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.