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Regent Peak Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Regent Peak Wealth Advisors’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 		$475K Buy
2,121
+69
+3% +$14.7K 0.09% 107
2026
Q1 		$417K Sell
2,052
-582
-22% -$133K 0.09% 106
2025
Q4 		$678K Sell
2,634
-45
-2% -$12K 0.13% 69
2025
Q3 		$786K Buy
+2,679
New +$806K 0.16% 57
2025
Q1 		$1,000K Sell
3,272
-382
-10% -$115K 0.24% 47
2024
Q4 		$1.07M Sell
3,654
-6,174
-63% -$1.82M 0.24% 45
2024
Q3 		$2.72M Sell
9,828
-915
-9% -$239K 0.62% 29
2024
Q2 		$2.56M Sell
10,743
-394
-4% -$96.7K 0.59% 39
2024
Q1 		$2.78M Sell
11,137
-490
-4% -$120K 0.71% 31
2023
Q4 		$2.71M Buy
11,627
+139
+1% +$32.4K 0.73% 34
2023
Q3 		$2.76M Buy
11,488
+58
+0.5% +$14.1K 0.84% 24
2023
Q2 		$2.51M Buy
11,430
+134
+1% +$28.9K 0.73% 31
2023
Q1 		$2.51M Buy
11,296
+183
+2% +$41.3K 0.78% 29
2022
Q4 		$2.67M Buy
11,113
+477
+4% +$117K 0.87% 25
2022
Q3 		$2.42M Buy
10,636
+66
+0.6% +$15.6K 0.85% 25
2022
Q2 		$2.22M Buy
10,570
+46
+0.4% +$10.1K 0.73% 32
2022
Q1 		$2.4M Sell
10,524
-340
-3% -$72.8K 0.69% 31
2021
Q4 		$2.68M Sell
10,864
-48
-0.4% -$10.9K 0.73% 26
2021
Q3 		$2.18M Buy
10,912
+173
+2% +$35.6K 0.63% 34
2021
Q2 		$2.25M Buy
10,739
+240
+2% +$46.6K 0.63% 33
2021
Q1 		$1.98M Buy
10,499
+748
+8% +$130K 0.65% 35
2020
Q4 		$1.72M Buy
9,751
+383
+4% +$62.9K 0.57% 35
2020
Q3 		$1.31M Buy
9,368
+546
+6% +$76.5K 0.56% 44
2020
Q2 		$1.31M Buy
8,822
+976
+12% +$140K 0.6% 37
2020
Q1 		$1.07M Sell
7,846
-418
-5% -$67.4K 0.6% 33
2019
Q4 		$1.41M Buy
+8,264
New +$1.37M 0.64% 29

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Regent Peak Wealth Advisors's ADP Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Automatic Data Processing (ADP) stake by 3.4% in Q2 2026, buying an estimated $14.7K and bringing the position to 2,121 shares worth $475K. The position accounts for 0.09% of the portfolio, ranked #107.

Regent Peak Wealth Advisors first reported a position in ADP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.78M in Q1 2024. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,121 shares of Automatic Data Processing worth $475K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 69 Automatic Data Processing shares in Q2 2026, an estimated $14.7K.
  • Automatic Data Processing made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Regent Peak Wealth Advisors first reported a position in Automatic Data Processing in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Automatic Data Processing position peaked at $2.78M in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.