SWIM
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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

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 $3.38T AUM 44.17% 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

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. 2,296 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.
  • 2,296 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.