Smith Salley Wealth Management
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Smith Salley Wealth Management’s Automatic Data Processing ADP Stock Holding History

Smith Salley 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
Q3 		$613K Buy
2,376
+149
+7% +$39.5K 0.03% 192
2026
Q2 		$499K Buy
+2,227
New +$476K 0.02% 198
2026
Q1 		– Sell
-6,596
Closed -$1.7M – 268
2025
Q4 		$1.7M Sell
6,596
-3,193
-33% -$850K 0.08% 129
2025
Q3 		$2.87M Buy
9,789
+8,853
+946% +$2.66M 0.15% 102
2025
Q2 		$289K Buy
+936
New +$287K 0.02% 221
2017
Q3 		– Sell
-2,673
Closed -$274K – 173
2017
Q2 		$274K Sell
2,673
-114
-4% -$11.5K 0.06% 145
2017
Q1 		$285K Buy
2,787
+601
+27% +$61.3K 0.06% 136
2016
Q4 		$225K Buy
+2,186
New +$204K 0.05% 144
2016
Q3 		– Sell
-2,436
Closed -$224K – 156
2016
Q2 		$224K Buy
2,436
+30
+1% +$2.65K 0.05% 146
2016
Q1 		$216K Hold
2,406
– – 0.05% 146
2015
Q4 		$204K Buy
+2,406
New +$207K 0.05% 153
2015
Q1 		– Sell
-19,526
Closed -$1.63M – 164
2014
Q4 		$1.63M Buy
19,526
+1,131
+6% +$91.7K 0.42% 73
2014
Q3 		$1.34M Sell
18,395
-524
-3% -$37.8K 0.36% 87
2014
Q2 		$1.32M Buy
18,919
+8,346
+79% +$570K 0.35% 87
2014
Q1 		$717K Buy
10,573
+2,947
+39% +$201K 0.45% 56
2013
Q4 		$541K Buy
7,626
+2,683
+54% +$180K 0.35% 58
2013
Q3 		$314K Buy
+4,943
New +$314K 0.25% 61

Other funds holding ADP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Smith Salley Wealth Management's ADP Position: Q3 2026 in Review

Smith Salley Wealth Management increased its Automatic Data Processing (ADP) stake by 6.7% in Q3 2026, buying an estimated $39.5K and bringing the position to 2,376 shares worth $613K. The position accounts for 0.03% of the portfolio, ranked #192.

Smith Salley Wealth Management first reported a position in ADP in Q3 2013 and has held it in 17 quarters since. The position peaked at $2.87M in Q3 2025. 1,623 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Smith Salley Wealth Management held 2,376 shares of Automatic Data Processing worth $613K as of Q3 2026.
  • Smith Salley Wealth Management bought 149 Automatic Data Processing shares in Q3 2026, an estimated $39.5K.
  • Automatic Data Processing made up 0.03% of Smith Salley Wealth Management's portfolio in Q3 2026, its #192 holding.
  • Smith Salley Wealth Management first reported a position in Automatic Data Processing in Q3 2013 and has held it in 17 quarters since.
  • Smith Salley Wealth Management's Automatic Data Processing position peaked at $2.87M in Q3 2025.
  • 1,623 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.