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Steward Partners Investment Advisory’s Automatic Data Processing ADP Stock Holding History

Steward Partners Investment Advisory’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 		$13.5M Sell
60,377
-11,987
-17% -$2.56M 0.07% 278
2026
Q1 		$14.7M Sell
72,364
-10,546
-13% -$2.42M 0.08% 242
2025
Q4 		$21.3M Buy
82,910
+2,260
+3% +$602K 0.12% 157
2025
Q3 		$23.7M Buy
80,650
+5,053
+7% +$1.52M 0.14% 137
2025
Q2 		$23.3M Buy
75,597
+1,704
+2% +$523K 0.18% 111
2025
Q1 		$22.6M Sell
73,893
-665
-0.9% -$201K 0.2% 103
2024
Q4 		$21.8M Buy
74,558
+4,078
+6% +$1.21M 0.19% 102
2024
Q3 		$19.5M Sell
70,480
-4,157
-6% -$1.09M 0.18% 122
2024
Q2 		$17.8M Sell
74,637
-2,393
-3% -$588K 0.19% 108
2024
Q1 		$19.2M Buy
77,030
+1,661
+2% +$406K 0.21% 98
2023
Q4 		$17.6M Buy
75,369
+2,218
+3% +$517K 0.24% 84
2023
Q3 		$17.6M Sell
73,151
-515
-0.7% -$126K 0.27% 79
2023
Q2 		$16.2M Buy
73,666
+6,898
+10% +$1.49M 0.24% 90
2023
Q1 		$14.9M Buy
66,768
+13,752
+26% +$3.1M 0.24% 95
2022
Q4 		$12.7M Sell
53,016
-1,957
-4% -$480K 0.22% 112
2022
Q3 		$12.4M Buy
54,973
+488
+0.9% +$115K 0.23% 103
2022
Q2 		$11.4M Buy
54,485
+232
+0.4% +$50.8K 0.21% 120
2022
Q1 		$12.3M Buy
54,253
+3,156
+6% +$676K 0.19% 125
2021
Q4 		$12.6M Buy
51,097
+1,626
+3% +$368K 0.19% 125
2021
Q3 		$9.89M Buy
49,471
+770
+2% +$159K 0.17% 141
2021
Q2 		$9.67M Sell
48,701
-4,830
-9% -$939K 0.16% 136
2021
Q1 		$10.1M Buy
53,531
+5,643
+12% +$979K 0.18% 136
2020
Q4 		$8.44M Buy
47,888
+3,013
+7% +$495K 0.18% 131
2020
Q3 		$6.26M Sell
44,875
-1,195
-3% -$167K 0.16% 148
2020
Q2 		$6.86M Buy
46,070
+5,386
+13% +$771K 0.2% 130
2020
Q1 		$5.56M Sell
40,684
-987
-2% -$159K 0.2% 122
2019
Q4 		$7.1M Buy
41,671
+1,792
+4% +$297K 0.21% 113
2019
Q3 		$6.44M Buy
39,879
+3,066
+8% +$506K 0.22% 110
2019
Q2 		$6.09M Sell
36,813
-869
-2% -$141K 0.22% 104
2019
Q1 		$6.02M Buy
37,682
+2,405
+7% +$349K 0.26% 98
2018
Q4 		$4.63M Buy
35,277
+912
+3% +$129K 0.23% 108
2018
Q3 		$5.18M Buy
34,365
+10,826
+46% +$1.53M 0.25% 100
2018
Q2 		$3.16M Buy
23,539
+1,212
+5% +$154K 0.19% 124
2018
Q1 		$2.53M Buy
22,327
+1,381
+7% +$161K 0.17% 135
2017
Q4 		$2.45M Buy
20,946
+3,749
+22% +$429K 0.19% 126
2017
Q3 		$1.88M Sell
17,197
-3,779
-18% -$405K 0.19% 124
2017
Q2 		$2.15M Buy
20,976
+5,322
+34% +$539K 0.24% 104
2017
Q1 		$1.6M Buy
15,654
+2,188
+16% +$223K 0.24% 90
2016
Q4 		$1.38M Buy
+13,466
New +$1.26M 0.63% 33

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

Steward Partners Investment Advisory's ADP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Automatic Data Processing (ADP) stake by 17% in Q2 2026, selling an estimated $2.56M and leaving 60,377 shares worth $13.5M. The position accounts for 0.07% of the portfolio, ranked #278.

Steward Partners Investment Advisory first reported a position in ADP in Q4 2016 and has held it in 39 quarters since. The position peaked at $23.7M in Q3 2025. 2,281 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Steward Partners Investment Advisory held 60,377 shares of Automatic Data Processing worth $13.5M as of Q2 2026.
  • Steward Partners Investment Advisory sold 11,987 Automatic Data Processing shares in Q2 2026, an estimated $2.56M.
  • Automatic Data Processing made up 0.07% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #278 holding.
  • Steward Partners Investment Advisory first reported a position in Automatic Data Processing in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's Automatic Data Processing position peaked at $23.7M in Q3 2025.
  • 2,281 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.