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

Sagespring 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 		$1.64M Buy
7,345
+1,057
+17% +$226K 0.03% 245
2026
Q1 		$1.28M Sell
6,288
-358
-5% -$82.1K 0.02% 272
2025
Q4 		$1.71M Sell
6,646
-1,341
-17% -$357K 0.03% 211
2025
Q3 		$2.34M Sell
7,987
-394
-5% -$119K 0.05% 163
2025
Q2 		$2.58M Buy
8,381
+905
+12% +$278K 0.06% 153
2025
Q1 		$2.28M Buy
7,476
+875
+13% +$264K 0.06% 145
2024
Q4 		$1.93M Buy
+6,601
New +$1.95M 0.05% 150

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 $3.37T AUM 44.26% 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

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

Sagespring Wealth Partners increased its Automatic Data Processing (ADP) stake by 17% in Q2 2026, buying an estimated $226K and bringing the position to 7,345 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #245.

Sagespring Wealth Partners first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q2 2025. 2,288 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Sagespring Wealth Partners held 7,345 shares of Automatic Data Processing worth $1.64M as of Q2 2026.
  • Sagespring Wealth Partners bought 1,057 Automatic Data Processing shares in Q2 2026, an estimated $226K.
  • Automatic Data Processing made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #245 holding.
  • Sagespring Wealth Partners first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Automatic Data Processing position peaked at $2.58M in Q2 2025.
  • 2,288 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

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