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

SFMG 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	$579K	Sell	2,585 -430	-14%	-$91.9K	0.03%	178
2026 Q1	$613K	Sell	3,015 -35	-1%	-$8.03K	0.04%	160
2025 Q4	$785K	Buy	3,050 +2	+0.1%	+$532	0.05%	132
2025 Q3	$895K	Hold	3,048	–	–	0.06%	113
2025 Q2	$940K	Sell	3,048 -6	-0.2%	-$1.84K	0.07%	110
2025 Q1	$933K	Buy	3,054 +13	+0.4%	+$3.92K	0.07%	104
2024 Q4	$890K	Hold	3,041	–	–	0.07%	105
2024 Q3	$842K	Sell	3,041 -601	-17%	-$157K	0.07%	107
2024 Q2	$869K	Buy	+3,642	New	+$894K	0.08%	95

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

SFMG Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 14% in Q2 2026, selling an estimated $91.9K and leaving 2,585 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #178.

SFMG Wealth Advisors first reported a position in ADP in Q2 2024 and has held it in 9 quarters since. The position peaked at $940K in Q2 2025. 2,288 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

SFMG Wealth Advisors held 2,585 shares of Automatic Data Processing worth $579K as of Q2 2026.
SFMG Wealth Advisors sold 430 Automatic Data Processing shares in Q2 2026, an estimated $91.9K.
Automatic Data Processing made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #178 holding.
SFMG Wealth Advisors first reported a position in Automatic Data Processing in Q2 2024 and has held it in 9 quarters since.
SFMG Wealth Advisors's Automatic Data Processing position peaked at $940K in Q2 2025.
2,288 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.