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

Principia Wealth Advisory’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 		$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

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

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.