RSWM
ADP icon

Robertson Stephens Wealth Management’s Automatic Data Processing ADP Stock Holding History

Robertson Stephens Wealth Management’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 		$480K Sell
2,127
-34
-2% -$7.27K 0.01% 448
2026
Q1 		$443K Buy
2,161
+8
+0.4% +$1.83K 0.01% 440
2025
Q4 		$557K Sell
2,153
-12
-0.6% -$3.19K 0.01% 402
2025
Q3 		$639K Sell
2,165
-91
-4% -$27.4K 0.02% 315
2025
Q2 		$699K Buy
2,256
+147
+7% +$45.2K 0.02% 316
2025
Q1 		$648K Buy
2,109
+9
+0.4% +$2.71K 0.02% 324
2024
Q4 		$618K Buy
2,100
+12
+0.6% +$3.55K 0.02% 331
2024
Q3 		$581K Sell
2,088
-651
-24% -$170K 0.02% 378
2024
Q2 		$658K Buy
2,739
+222
+9% +$54.5K 0.03% 287
2024
Q1 		$632K Sell
2,517
-122
-5% -$29.8K 0.03% 303
2023
Q4 		$619K Buy
2,639
+136
+5% +$31.7K 0.04% 275
2023
Q3 		$605K Sell
2,503
-42
-2% -$10.2K 0.04% 276
2023
Q2 		$563K Sell
2,545
-32
-1% -$6.9K 0.04% 263
2023
Q1 		$597K Buy
2,577
+1,174
+84% +$265K 0.05% 271
2022
Q4 		$337K Buy
1,403
+21
+2% +$5.16K 0.03% 314
2022
Q3 		$312K Buy
1,382
+30
+2% +$7.08K 0.03% 274
2022
Q2 		$285K Sell
1,352
-11
-0.8% -$2.41K 0.03% 299
2022
Q1 		$311K Buy
1,363
+2
+0.1% +$428 0.03% 306
2021
Q4 		$337K Buy
1,361
+233
+21% +$52.8K 0.03% 305
2021
Q3 		$226K Sell
1,128
-329
-23% -$67.8K 0.03% 289
2021
Q2 		$290K Sell
1,457
-331
-19% -$64.3K 0.03% 269
2021
Q1 		$338K Buy
1,788
+532
+42% +$92.3K 0.05% 215
2020
Q4 		$222K Buy
+1,256
New +$206K 0.05% 226

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

Robertson Stephens Wealth Management's ADP Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Automatic Data Processing (ADP) stake by 1.6% in Q2 2026, selling an estimated $7.27K and leaving 2,127 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #448.

Robertson Stephens Wealth Management first reported a position in ADP in Q4 2020 and has held it in 23 quarters since. The position peaked at $699K in Q2 2025. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,127 shares of Automatic Data Processing worth $480K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 34 Automatic Data Processing shares in Q2 2026, an estimated $7.27K.
  • Automatic Data Processing made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #448 holding.
  • Robertson Stephens Wealth Management first reported a position in Automatic Data Processing in Q4 2020 and has held it in 23 quarters since.
  • Robertson Stephens Wealth Management's Automatic Data Processing position peaked at $699K in Q2 2025.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.