Private Wealth Management Group’s Automatic Data Processing ADP Stock Holding History

Private Wealth Management Group’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	$275K	Buy	1,227 +91	+8%	+$19.5K	0.06%	92
2026 Q1	$231K	Sell	1,136 -184	-14%	-$42.2K	0.06%	80
2025 Q4	$340K	Buy	1,320 +1	+0.1%	+$266	0.09%	69
2025 Q3	$387K	Sell	1,319 -3	-0.2%	-$903	0.11%	62
2025 Q2	$408K	Sell	1,322 -2	-0.2%	-$614	0.14%	58
2025 Q1	$405K	Buy	1,324 +1	+0.1%	+$302	0.15%	55
2024 Q4	$387K	Hold	1,323	–	–	0.15%	56
2024 Q3	$366K	Sell	1,323 -1	-0.1%	-$262	0.14%	57
2024 Q2	$316K	Sell	1,324 -69	-5%	-$16.9K	0.14%	59
2024 Q1	$348K	Sell	1,393 -159	-10%	-$38.9K	0.16%	54
2023 Q4	$362K	Buy	+1,552	New	+$362K	0.18%	52

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Private Wealth Management Group's ADP Position: Q2 2026 in Review

Private Wealth Management Group increased its Automatic Data Processing (ADP) stake by 8% in Q2 2026, buying an estimated $19.5K and bringing the position to 1,227 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #92.

Private Wealth Management Group first reported a position in ADP in Q4 2023 and has held it in 11 quarters since. The position peaked at $408K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Private Wealth Management Group held 1,227 shares of Automatic Data Processing worth $275K as of Q2 2026.
Private Wealth Management Group bought 91 Automatic Data Processing shares in Q2 2026, an estimated $19.5K.
Automatic Data Processing made up 0.06% of Private Wealth Management Group's portfolio in Q2 2026, its #92 holding.
Private Wealth Management Group first reported a position in Automatic Data Processing in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Automatic Data Processing position peaked at $408K in Q2 2025.
2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.