Principia Wealth Advisory’s Automatic Data Processing ADP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.1K Buy
54
+44
+440% +$9.4K 0.01% 220
2026
Q1
$2.03K Sell
10
-5
-33% -$1.15K ﹤0.01% 517
2025
Q4
$3.86K Sell
15
-128
-90% -$34.1K ﹤0.01% 322
2025
Q3
$42K Buy
143
+128
+853% +$38.5K 0.03% 125
2025
Q2
$4.63K Buy
15
+3
+25% +$921 ﹤0.01% 243
2025
Q1
$3.54K Hold
12
﹤0.01% 221
2024
Q4
$3.51K Buy
+12
New +$3.55K ﹤0.01% 179

Other funds holding ADP

Principia Wealth Advisory's ADP Position: Q2 2026 in Review

Principia Wealth Advisory increased its Automatic Data Processing (ADP) stake by 440% in Q2 2026, buying an estimated $9.4K and bringing the position to 54 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #220.

Principia Wealth Advisory first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $42K in Q3 2025. 2,282 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Principia Wealth Advisory held 54 shares of Automatic Data Processing worth $12.1K as of Q2 2026.
  • Principia Wealth Advisory bought 44 Automatic Data Processing shares in Q2 2026, an estimated $9.4K.
  • Automatic Data Processing made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #220 holding.
  • Principia Wealth Advisory first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Automatic Data Processing position peaked at $42K in Q3 2025.
  • 2,282 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.