Physician Wealth Advisors
ADP icon

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
Q3 		$52.2K Buy
202
+16
+9% +$4.24K 0.01% 448
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Physician Wealth Advisors's ADP Position: Q3 2026 in Review

Physician Wealth Advisors increased its Automatic Data Processing (ADP) stake by 8.6% in Q3 2026, buying an estimated $4.24K and bringing the position to 202 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #448.

Physician Wealth Advisors first reported a position in ADP in Q4 2024 and has held it in 8 quarters since. 1,632 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Physician Wealth Advisors held 202 shares of Automatic Data Processing worth $52.2K as of Q3 2026.
  • Physician Wealth Advisors bought 16 Automatic Data Processing shares in Q3 2026, an estimated $4.24K.
  • Automatic Data Processing made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #448 holding.
  • Physician Wealth Advisors first reported a position in Automatic Data Processing in Q4 2024 and has held it in 8 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.