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San Luis Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

San Luis 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 		$221K Sell
986
-11
-1% -$2.35K 0.03% 171
2026
Q1 		$203K Buy
997
+2
+0.2% +$459 0.03% 166
2025
Q4 		$256K Sell
995
-178
-15% -$47.4K 0.04% 159
2025
Q3 		$344K Buy
1,173
+329
+39% +$99K 0.06% 148
2025
Q2 		$260K Buy
844
+2
+0.2% +$614 0.06% 126
2025
Q1 		$257K Sell
842
-3
-0.4% -$905 0.06% 122
2024
Q4 		$247K Buy
845
+2
+0.2% +$591 0.05% 129
2024
Q3 		$233K Buy
+843
New +$220K 0.05% 127
2024
Q1 		– Sell
-1,485
Closed -$346K – 49
2023
Q4 		$346K Sell
1,485
-1,919
-56% -$447K 0.15% 41
2023
Q3 		$819K Sell
3,404
-6,250
-65% -$1.52M 0.39% 26
2023
Q2 		$2.12M Sell
9,654
-1,197
-11% -$258K 0.75% 28
2023
Q1 		$2.42M Buy
+10,851
New +$2.45M 0.93% 20
2022
Q2 		– Sell
-6,988
Closed -$1.72M – 74
2022
Q1 		$1.72M Hold
6,988
– – 0.84% 26
2021
Q4 		$1.72M Sell
6,988
-3,712
-35% -$840K 1.76% 15
2021
Q3 		$2.14M Buy
+10,700
New +$2.2M 1.19% 20
2020
Q4 		$708K Buy
+4,017
New +$660K 0.46% 60

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

San Luis Wealth Advisors's ADP Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 1.1% in Q2 2026, selling an estimated $2.35K and leaving 986 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #171.

San Luis Wealth Advisors first reported a position in ADP in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.42M in Q1 2023. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • San Luis Wealth Advisors held 986 shares of Automatic Data Processing worth $221K as of Q2 2026.
  • San Luis Wealth Advisors sold 11 Automatic Data Processing shares in Q2 2026, an estimated $2.35K.
  • Automatic Data Processing made up 0.03% of San Luis Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • San Luis Wealth Advisors first reported a position in Automatic Data Processing in Q4 2020 and has held it in 16 quarters since.
  • San Luis Wealth Advisors's Automatic Data Processing position peaked at $2.42M in Q1 2023.
  • 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.