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 Q3	$317K	Hold	1,227	–	–	0.07%	85
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%	-$38.8K	0.16%	54
2023 Q4	$362K	Buy	+1,552	New	+$362K	0.18%	52

Other funds holding ADP

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Private Wealth Management Group's ADP Position: Q3 2026 in Review

Private Wealth Management Group held its Automatic Data Processing (ADP) position steady in Q3 2026 at 1,227 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #85.

Private Wealth Management Group first reported a position in ADP in Q4 2023 and has held it in 12 quarters since. The position peaked at $408K in Q2 2025. 698 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Private Wealth Management Group held 1,227 shares of Automatic Data Processing worth $317K as of Q3 2026.
Private Wealth Management Group left its Automatic Data Processing share count unchanged in Q3 2026.
Automatic Data Processing made up 0.07% of Private Wealth Management Group's portfolio in Q3 2026, its #85 holding.
Private Wealth Management Group first reported a position in Automatic Data Processing in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Automatic Data Processing position peaked at $408K in Q2 2025.
698 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.