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Sowell Financial Services’s Automatic Data Processing ADP Stock Holding History

Sowell Financial Services’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 		$871K Sell
3,891
-1,024
-21% -$219K 0.03% 495
2026
Q1 		$999K Sell
4,915
-900
-15% -$206K 0.04% 436
2025
Q4 		$1.5M Buy
5,815
+284
+5% +$75.6K 0.05% 339
2025
Q3 		$1.62M Sell
5,531
-1,106
-17% -$333K 0.06% 325
2025
Q2 		$2.05M Buy
6,637
+67
+1% +$20.6K 0.08% 257
2025
Q1 		$2.01M Buy
+6,570
New +$1.98M 0.09% 239
2023
Q2 		– Sell
-4,968
Closed -$1.11M – 554
2023
Q1 		$1.11M Buy
+4,968
New +$1.12M 0.09% 278
2021
Q2 		– Sell
-8,107
Closed -$1.58M – 547
2021
Q1 		$1.58M Buy
8,107
+1,032
+15% +$179K 0.06% 291
2020
Q4 		$1.25M Buy
7,075
+337
+5% +$55.3K 0.05% 284
2020
Q3 		$940K Buy
6,738
+2,758
+69% +$386K 0.05% 309
2020
Q2 		$593K Sell
3,980
-3,661
-48% -$524K 0.03% 409
2020
Q1 		$1.04M Buy
7,641
+5,025
+192% +$810K 0.08% 241
2019
Q4 		$446K Buy
2,616
+208
+9% +$34.4K 0.03% 482
2019
Q3 		$389K Buy
+2,408
New +$398K 0.03% 471
2019
Q1 		$386K Buy
2,416
+653
+37% +$94.9K 0.04% 399
2018
Q4 		$231K Buy
1,763
+175
+11% +$24.7K 0.03% 437
2018
Q3 		$239K Sell
1,588
-57
-3% -$8.06K 0.03% 300
2018
Q2 		$230K Sell
1,645
-68
-4% -$8.62K 0.05% 255
2018
Q1 		$209K Sell
1,713
-44
-3% -$5.13K 0.05% 251
2017
Q4 		$212K Buy
1,757
+23
+1% +$2.63K 0.05% 237
2017
Q3 		$200K Buy
+1,734
New +$186K 0.05% 236
2017
Q1 		– Sell
-1,808
Closed -$180K – 258
2016
Q4 		$180K Buy
+1,808
New +$169K 0.06% 200

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

Sowell Financial Services's ADP Position: Q2 2026 in Review

Sowell Financial Services reduced its Automatic Data Processing (ADP) stake by 21% in Q2 2026, selling an estimated $219K and leaving 3,891 shares worth $871K. The position accounts for 0.03% of the portfolio, ranked #495.

Sowell Financial Services first reported a position in ADP in Q4 2016 and has held it in 22 quarters since. The position peaked at $2.05M in Q2 2025. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Sowell Financial Services held 3,891 shares of Automatic Data Processing worth $871K as of Q2 2026.
  • Sowell Financial Services sold 1,024 Automatic Data Processing shares in Q2 2026, an estimated $219K.
  • Automatic Data Processing made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #495 holding.
  • Sowell Financial Services first reported a position in Automatic Data Processing in Q4 2016 and has held it in 22 quarters since.
  • Sowell Financial Services's Automatic Data Processing position peaked at $2.05M in Q2 2025.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.