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Simplicity Wealth’s Automatic Data Processing ADP Stock Holding History

Simplicity Wealth’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 		$1.84M Buy
8,206
+841
+11% +$180K 0.06% 296
2026
Q1 		$1.5M Buy
7,365
+769
+12% +$176K 0.08% 220
2025
Q4 		$1.7M Buy
6,596
+513
+8% +$137K 0.1% 195
2025
Q3 		$1.79M Sell
6,083
-3,752
-38% -$1.13M 0.1% 204
2025
Q2 		$3.03M Buy
9,835
+704
+8% +$216K 0.13% 160
2025
Q1 		$2.79M Buy
9,131
+5,497
+151% +$1.66M 0.22% 114
2024
Q4 		$1.06M Sell
3,634
-4,033
-53% -$1.19M 0.22% 88
2024
Q3 		$2.12M Sell
7,667
-15,010
-66% -$3.93M 0.2% 109
2024
Q2 		$5.41M Sell
22,677
-323
-1% -$79.3K 0.12% 169
2024
Q1 		$5.74M Buy
23,000
+20,637
+873% +$5.04M 0.14% 152
2023
Q4 		$551K Buy
+2,363
New +$551K 0.21% 84

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

Simplicity Wealth's ADP Position: Q2 2026 in Review

Simplicity Wealth increased its Automatic Data Processing (ADP) stake by 11% in Q2 2026, buying an estimated $180K and bringing the position to 8,206 shares worth $1.84M. The position accounts for 0.06% of the portfolio, ranked #296.

Simplicity Wealth first reported a position in ADP in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.74M in Q1 2024. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Simplicity Wealth held 8,206 shares of Automatic Data Processing worth $1.84M as of Q2 2026.
  • Simplicity Wealth bought 841 Automatic Data Processing shares in Q2 2026, an estimated $180K.
  • Automatic Data Processing made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #296 holding.
  • Simplicity Wealth first reported a position in Automatic Data Processing in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Automatic Data Processing position peaked at $5.74M in Q1 2024.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.