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Physician Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Physician Wealth Advisors’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 		$41.7K Buy
186
+112
+151% +$23.9K 0.01% 477
2026
Q1 		$15.1K Buy
74
+12
+19% +$2.75K ﹤0.01% 693
2025
Q4 		$16K Sell
62
-1
-2% -$266 ﹤0.01% 644
2025
Q3 		$18.5K Sell
63
-6
-9% -$1.81K ﹤0.01% 592
2025
Q2 		$21.3K Buy
69
+19
+38% +$5.84K ﹤0.01% 500
2025
Q1 		$15.3K Hold
50
– – ﹤0.01% 533
2024
Q4 		$14.7K Buy
+50
New +$14.8K ﹤0.01% 564

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Physician Wealth Advisors's ADP Position: Q2 2026 in Review

Physician Wealth Advisors increased its Automatic Data Processing (ADP) stake by 151% in Q2 2026, buying an estimated $23.9K and bringing the position to 186 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #477.

Physician Wealth Advisors first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. 1,111 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Physician Wealth Advisors held 186 shares of Automatic Data Processing worth $41.7K as of Q2 2026.
  • Physician Wealth Advisors bought 112 Automatic Data Processing shares in Q2 2026, an estimated $23.9K.
  • Automatic Data Processing made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #477 holding.
  • Physician Wealth Advisors first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.