Shakespeare Wealth Management’s Automatic Data Processing ADP Stock Holding History

Shakespeare 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	$385K	Buy	1,720 +125	+8%	+$26.7K	0.1%	58
2026 Q1	$324K	Buy	1,595 +9	+0.6%	+$2.06K	0.08%	77
2025 Q4	$408K	Buy	1,586 +3	+0.2%	+$799	0.09%	73
2025 Q3	$465K	Buy	1,583 +2	+0.1%	+$602	0.11%	69
2025 Q2	$488K	Sell	1,581 -160	-9%	-$49.1K	0.13%	61
2025 Q1	$532K	Hold	1,741	–	–	0.14%	59
2024 Q4	$510K	Hold	1,741	–	–	0.14%	64
2024 Q3	$482K	Buy	1,741 +6	+0.3%	+$1.57K	0.13%	66
2024 Q2	$414K	Hold	1,735	–	–	0.12%	64
2024 Q1	$433K	Hold	1,735	–	–	0.13%	59
2023 Q4	$404K	Hold	1,735	–	–	0.13%	59
2023 Q3	$417K	Sell	1,735 -13	-0.7%	-$3.17K	0.15%	58
2023 Q2	$384K	Hold	1,748	–	–	0.13%	59
2023 Q1	$389K	Hold	1,748	–	–	0.14%	57
2022 Q4	$418K	Hold	1,748	–	–	0.15%	53
2022 Q3	$395K	Buy	1,748 +11	+0.6%	+$2.6K	0.17%	52
2022 Q2	$369K	Hold	1,737	–	–	0.15%	51
2022 Q1	$409K	Buy	1,737 +2	+0.1%	+$428	0.15%	51
2021 Q4	$428K	Hold	1,735	–	–	0.15%	51
2021 Q3	$350K	Hold	1,735	–	–	0.13%	56
2021 Q2	$370K	Sell	1,735 -100	-5%	-$19.4K	0.14%	55
2021 Q1	$346K	Hold	1,835	–	–	0.14%	55
2020 Q4	$323K	Hold	1,835	–	–	0.14%	51
2020 Q3	$256K	Sell	1,835 -227	-11%	-$31.8K	0.13%	56
2020 Q2	$307K	Hold	2,062	–	–	0.18%	48
2020 Q1	$282K	Buy	2,062 +227	+12%	+$36.6K	0.2%	48
2019 Q4	$313K	Hold	1,835	–	–	0.17%	60
2019 Q3	$296K	Hold	1,835	–	–	0.17%	61
2019 Q2	$303K	Hold	1,835	–	–	0.2%	57
2019 Q1	$293K	Hold	1,835	–	–	0.22%	39
2018 Q4	$241K	Hold	1,835	–	–	0.19%	41
2018 Q3	$276K	Hold	1,835	–	–	0.21%	36
2018 Q2	$246K	Hold	1,835	–	–	0.22%	35
2018 Q1	$208K	Buy	+1,835	New	+$214K	0.18%	38

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

Shakespeare Wealth Management's ADP Position: Q2 2026 in Review

Shakespeare Wealth Management increased its Automatic Data Processing (ADP) stake by 7.8% in Q2 2026, buying an estimated $26.7K and bringing the position to 1,720 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #58.

Shakespeare Wealth Management first reported a position in ADP in Q1 2018 and has held it in 34 quarters since. The position peaked at $532K in Q1 2025. 2,282 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Shakespeare Wealth Management held 1,720 shares of Automatic Data Processing worth $385K as of Q2 2026.
Shakespeare Wealth Management bought 125 Automatic Data Processing shares in Q2 2026, an estimated $26.7K.
Automatic Data Processing made up 0.1% of Shakespeare Wealth Management's portfolio in Q2 2026, its #58 holding.
Shakespeare Wealth Management first reported a position in Automatic Data Processing in Q1 2018 and has held it in 34 quarters since.
Shakespeare Wealth Management's Automatic Data Processing position peaked at $532K in Q1 2025.
2,282 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.