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Sax Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Sax 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 		$1.23M Buy
6,058
+4,766
+369% +$1.02M 0.05% 202
2026
Q1 		$332K Sell
1,292
-62
-5% -$14.2K 0.02% 364
2025
Q4 		$348K Buy
1,354
+671
+98% +$179K 0.02% 362
2025
Q3 		$200K Buy
+683
New +$206K 0.01% 428

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

Sax Wealth Advisors's ADP Position: Q2 2026 in Review

Sax Wealth Advisors increased its Automatic Data Processing (ADP) stake by 369% in Q2 2026, buying an estimated $1.02M and bringing the position to 6,058 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #202.

Sax Wealth Advisors first reported a position in ADP in Q3 2025 and has held it in 4 quarters since. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Sax Wealth Advisors held 6,058 shares of Automatic Data Processing worth $1.23M as of Q2 2026.
  • Sax Wealth Advisors bought 4,766 Automatic Data Processing shares in Q2 2026, an estimated $1.02M.
  • Automatic Data Processing made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Sax Wealth Advisors first reported a position in Automatic Data Processing in Q3 2025 and has held it in 4 quarters since.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.