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Spire Wealth Management’s Automatic Data Processing ADP Stock Holding History

Spire 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 		$577K Buy
2,570
+1,756
+216% +$375K 0.02% 518
2026
Q1 		$165K Sell
814
-146
-15% -$33.5K 0.01% 841
2025
Q4 		$247K Sell
960
-873
-48% -$232K 0.01% 740
2025
Q3 		$538K Sell
1,833
-2,088
-53% -$628K 0.02% 509
2025
Q2 		$1.2M Buy
3,921
+1,251
+47% +$384K 0.04% 328
2025
Q1 		$816K Sell
2,670
-139
-5% -$41.9K 0.03% 448
2024
Q4 		$822K Sell
2,809
-6,731
-71% -$1.99M 0.03% 433
2024
Q3 		$2.64M Sell
9,540
-16,146
-63% -$4.22M 0.09% 189
2024
Q2 		$6.13M Sell
25,686
-863
-3% -$212K 0.22% 98
2024
Q1 		$6.63M Sell
26,549
-236
-0.9% -$57.7K 0.12% 124
2023
Q4 		$6.38M Buy
26,785
+23,216
+650% +$5.41M 0.21% 99
2023
Q3 		$859K Sell
3,569
-14,152
-80% -$3.45M 0.03% 367
2023
Q2 		$3.89M Buy
17,721
+14,661
+479% +$3.16M 0.14% 135
2023
Q1 		$681K Sell
3,060
-16,587
-84% -$3.74M 0.03% 416
2022
Q4 		$4.69M Sell
19,647
-113
-0.6% -$27.7K 0.26% 91
2022
Q3 		$4.47M Sell
19,760
-6,009
-23% -$1.42M 0.27% 87
2022
Q2 		$5.41M Buy
25,769
+22,095
+601% +$4.84M 0.22% 114
2022
Q1 		$836K Sell
3,674
-5,885
-62% -$1.26M 0.02% 430
2021
Q4 		$2.36M Buy
9,559
+5,594
+141% +$1.27M 0.05% 282
2021
Q3 		$793K Buy
3,965
+8
+0.2% +$1.65K 0.02% 467
2021
Q2 		$786K Sell
3,957
-4,588
-54% -$892K 0.02% 487
2021
Q1 		$1.63M Buy
+8,545
New +$1.48M 0.04% 328

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 $3.37T AUM 44.26% 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

Spire Wealth Management's ADP Position: Q2 2026 in Review

Spire Wealth Management increased its Automatic Data Processing (ADP) stake by 216% in Q2 2026, buying an estimated $375K and bringing the position to 2,570 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #518.

Spire Wealth Management first reported a position in ADP in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.63M in Q1 2024. 2,281 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Spire Wealth Management held 2,570 shares of Automatic Data Processing worth $577K as of Q2 2026.
  • Spire Wealth Management bought 1,756 Automatic Data Processing shares in Q2 2026, an estimated $375K.
  • Automatic Data Processing made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #518 holding.
  • Spire Wealth Management first reported a position in Automatic Data Processing in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Automatic Data Processing position peaked at $6.63M in Q1 2024.
  • 2,281 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.