SSWM
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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Smith Salley Wealth Management's ADP Position: Q2 2026 in Review

Smith Salley Wealth Management opened a new position in Automatic Data Processing (ADP) in Q2 2026: 2,227 shares worth $499K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: Smith Salley Wealth Management previously reported a position in ADP as recently as Q4 2025.

Smith Salley Wealth Management first reported a position in ADP in Q3 2013 and has held it in 16 quarters since. The position peaked at $2.87M in Q3 2025. 647 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Smith Salley Wealth Management held 2,227 shares of Automatic Data Processing worth $499K as of Q2 2026.
  • Automatic Data Processing was a new Smith Salley Wealth Management position in Q2 2026.
  • Automatic Data Processing made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Smith Salley Wealth Management first reported a position in Automatic Data Processing in Q3 2013 and has held it in 16 quarters since.
  • Smith Salley Wealth Management's Automatic Data Processing position peaked at $2.87M in Q3 2025.
  • 647 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

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