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SOA Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

SOA Wealth Advisors’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 		$90.9K Sell
406
-112
-22% -$23.9K 0.02% 295
2026
Q1 		$105K Sell
518
-8
-2% -$1.83K 0.02% 264
2025
Q4 		$135K Sell
526
-1
-0.2% -$266 0.02% 250
2025
Q3 		$155K Buy
527
+207
+65% +$62.3K 0.03% 234
2025
Q2 		$98.6K Sell
320
-46
-13% -$14.1K 0.02% 281
2025
Q1 		$112K Hold
366
– – 0.02% 249
2024
Q4 		$107K Hold
366
– – 0.02% 243
2024
Q3 		$101K Sell
366
-505
-58% -$132K 0.02% 249
2024
Q2 		$208K Sell
871
-7
-0.8% -$1.72K 0.04% 177
2024
Q1 		$219K Buy
878
+1
+0.1% +$244 0.05% 171
2023
Q4 		$204K Buy
877
+704
+407% +$164K 0.05% 172
2023
Q3 		$41.7K Hold
173
– – 0.01% 307
2023
Q2 		$38.1K Hold
173
– – 0.01% 327
2023
Q1 		$38.6K Hold
173
– – 0.01% 317
2022
Q4 		$41.4K Sell
173
-5
-3% -$1.23K 0.01% 303
2022
Q3 		$40K Sell
178
-11
-6% -$2.6K 0.01% 292
2022
Q2 		$39K Sell
189
-596
-76% -$131K 0.01% 293
2022
Q1 		$178K Hold
785
– – 0.04% 176
2021
Q4 		$192K Hold
785
– – 0.05% 160
2021
Q3 		$156K Hold
785
– – 0.04% 178
2021
Q2 		$155K Buy
785
+310
+65% +$60.2K 0.04% 178
2021
Q1 		$89K Buy
475
+55
+13% +$9.55K 0.02% 206
2020
Q4 		$70K Buy
+420
New +$69K 0.02% 227

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
VF
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOA Wealth Advisors's ADP Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 22% in Q2 2026, selling an estimated $23.9K and leaving 406 shares worth $90.9K. The position accounts for 0.02% of the portfolio, ranked #295.

SOA Wealth Advisors first reported a position in ADP in Q4 2020 and has held it in 23 quarters since. The position peaked at $219K in Q1 2024. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • SOA Wealth Advisors held 406 shares of Automatic Data Processing worth $90.9K as of Q2 2026.
  • SOA Wealth Advisors sold 112 Automatic Data Processing shares in Q2 2026, an estimated $23.9K.
  • Automatic Data Processing made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • SOA Wealth Advisors first reported a position in Automatic Data Processing in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Automatic Data Processing position peaked at $219K in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.