Smallwood Wealth Investment Management’s Automatic Data Processing ADP Stock Holding History

Smallwood Wealth Investment 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	–	Sell	-630	Closed	-$128K	–	530
2026 Q1	$128K	Hold	630	–	–	0.07%	106
2025 Q4	$162K	Hold	630	–	–	0.08%	92
2025 Q3	$185K	Hold	630	–	–	0.09%	86
2025 Q2	$194K	Hold	630	–	–	0.11%	78
2025 Q1	$192K	Buy	+630	New	+$190K	0.12%	79

Other funds holding ADP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Smallwood Wealth Investment Management's ADP Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of Automatic Data Processing (ADP) in Q2 2026, closing a stake of 630 shares — an estimated $128K sold.

Smallwood Wealth Investment Management first reported a position in ADP in Q1 2025 and held it in 5 quarters. The position peaked at $194K in Q2 2025. 724 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Smallwood Wealth Investment Management reported no remaining Automatic Data Processing position as of Q2 2026 after selling out during the quarter.
Smallwood Wealth Investment Management sold 630 Automatic Data Processing shares in Q2 2026, an estimated $128K.
Smallwood Wealth Investment Management first reported a position in Automatic Data Processing in Q1 2025 and held it in 5 quarters.
Smallwood Wealth Investment Management's Automatic Data Processing position peaked at $194K in Q2 2025.
724 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.