PWP
ADP icon

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

Principle 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 		$2.48M Buy
11,071
+57
+0.5% +$12.2K 0.12% 128
2026
Q1 		$2.24M Buy
11,014
+87
+0.8% +$19.9K 0.13% 120
2025
Q4 		$2.81M Buy
10,927
+596
+6% +$159K 0.16% 111
2025
Q3 		$3.03M Hold
10,331
– – 0.18% 99
2025
Q2 		$3.19M Buy
10,331
+4
+0% +$1.23K 0.2% 93
2025
Q1 		$3.16M Sell
10,327
-635
-6% -$192K 0.23% 98
2024
Q4 		$3.21M Buy
10,962
+13
+0.1% +$3.84K 0.23% 96
2024
Q3 		$3.03M Hold
10,949
– – 0.21% 101
2024
Q2 		$2.61M Buy
10,949
+204
+2% +$50.1K 0.2% 106
2024
Q1 		$2.68M Hold
10,745
– – 0.21% 106
2023
Q4 		$2.5M Hold
10,745
– – 0.22% 102
2023
Q3 		$2.59M Hold
10,745
– – 0.26% 92
2023
Q2 		$2.36M Sell
10,745
-195
-2% -$42K 0.24% 93
2023
Q1 		$2.44M Hold
10,940
– – 0.26% 89
2022
Q4 		$2.61M Buy
10,940
+145
+1% +$35.6K 0.3% 82
2022
Q3 		$2.44K Hold
10,795
– – 0.23% 81
2022
Q2 		$2.27M Hold
10,795
– – 0.27% 83
2022
Q1 		$2.46M Hold
10,795
– – 0.26% 85
2021
Q4 		$2.66M Sell
10,795
-70
-0.6% -$15.8K 0.28% 75
2021
Q3 		$2.17M Sell
10,865
-465
-4% -$95.8K 0.25% 84
2021
Q2 		$2.25M Sell
11,330
-455
-4% -$88.4K 0.26% 83
2021
Q1 		$2.22M Buy
11,785
+1,620
+16% +$281K 0.26% 78
2020
Q4 		$1.79M Buy
+10,165
New +$1.67M 0.24% 86
2020
Q3 		– Sell
-1,288
Closed -$191K – 156
2020
Q2 		$191K Buy
+1,288
New +$184K 0.06% 153
2020
Q1 		– Sell
-1,484
Closed -$253K – 139
2019
Q4 		$253K Hold
1,484
– – 0.08% 144
2019
Q3 		$240K Buy
+1,484
New +$245K 0.08% 145

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Principle Wealth Partners increased its Automatic Data Processing (ADP) stake by 0.52% in Q2 2026, buying an estimated $12.2K and bringing the position to 11,071 shares worth $2.48M. The position accounts for 0.12% of the portfolio, ranked #128.

Principle Wealth Partners first reported a position in ADP in Q3 2019 and has held it in 26 quarters since. The position peaked at $3.21M in Q4 2024. 1,534 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Principle Wealth Partners held 11,071 shares of Automatic Data Processing worth $2.48M as of Q2 2026.
  • Principle Wealth Partners bought 57 Automatic Data Processing shares in Q2 2026, an estimated $12.2K.
  • Automatic Data Processing made up 0.12% of Principle Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Principle Wealth Partners first reported a position in Automatic Data Processing in Q3 2019 and has held it in 26 quarters since.
  • Principle Wealth Partners's Automatic Data Processing position peaked at $3.21M in Q4 2024.
  • 1,534 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

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