PWP
ADP icon

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

Private 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 		$299K Sell
1,335
-1
-0.1% -$214 0.02% 144
2026
Q1 		$271K Buy
1,336
+1
+0.1% +$229 0.02% 146
2025
Q4 		$343K Hold
1,335
– – 0.02% 137
2025
Q3 		$392K Hold
1,335
– – 0.03% 136
2025
Q2 		$412K Buy
1,335
+72
+6% +$22.1K 0.03% 131
2025
Q1 		$386K Sell
1,263
-90
-7% -$27.1K 0.03% 129
2024
Q4 		$396K Hold
1,353
– – 0.03% 139
2024
Q3 		$374K Hold
1,353
– – 0.03% 140
2024
Q2 		$323K Hold
1,353
– – 0.02% 137
2024
Q1 		$338K Buy
1,353
+228
+20% +$55.7K 0.03% 128
2023
Q4 		$262K Hold
1,125
– – 0.02% 143
2023
Q3 		$271K Hold
1,125
– – 0.03% 126
2023
Q2 		$247K Hold
1,125
– – 0.02% 138
2023
Q1 		$250K Buy
+1,125
New +$254K 0.03% 135
2017
Q2 		– Sell
-2,125
Closed -$218K – 113
2017
Q1 		$218K Sell
2,125
-3,400
-62% -$347K 0.05% 105
2016
Q4 		$568K Sell
5,525
-499
-8% -$46.6K 0.13% 79
2016
Q3 		$531K Sell
6,024
-500
-8% -$45.3K 0.13% 82
2016
Q2 		$599K Sell
6,524
-150
-2% -$13.2K 0.14% 84
2016
Q1 		$599K Buy
6,674
+1,815
+37% +$152K 0.14% 86
2015
Q4 		$412K Sell
4,859
-230
-5% -$19.8K 0.1% 100
2015
Q3 		$409K Buy
5,089
+230
+5% +$18.4K 0.1% 102
2015
Q2 		$390K Buy
4,859
+659
+16% +$56.2K 0.09% 109
2015
Q1 		$360K Hold
4,200
– – 0.08% 119
2014
Q4 		$350K Sell
4,200
-584
-12% -$47.3K 0.08% 119
2014
Q3 		$349K Hold
4,784
– – 0.08% 136
2014
Q2 		$333K Hold
4,784
– – 0.07% 131
2014
Q1 		$324K Sell
4,784
-626
-12% -$42.6K 0.08% 128
2013
Q4 		$384K Hold
5,410
– – 0.09% 137
2013
Q3 		$344K Hold
5,410
– – 0.08% 139
2013
Q2 		$327K Buy
+5,410
New +$323K 0.08% 139

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 $3.38T AUM 44.17% 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

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

Private Wealth Partners reduced its Automatic Data Processing (ADP) stake by 0.07% in Q2 2026, selling an estimated $214 and leaving 1,335 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #144.

Private Wealth Partners first reported a position in ADP in Q2 2013 and has held it in 30 quarters since. The position peaked at $599K in Q2 2016. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Private Wealth Partners held 1,335 shares of Automatic Data Processing worth $299K as of Q2 2026.
  • Private Wealth Partners sold 1 Automatic Data Processing share in Q2 2026, an estimated $214.
  • Automatic Data Processing made up 0.02% of Private Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Private Wealth Partners first reported a position in Automatic Data Processing in Q2 2013 and has held it in 30 quarters since.
  • Private Wealth Partners's Automatic Data Processing position peaked at $599K in Q2 2016.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.