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Strategic Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Strategic Wealth Partners’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 		$41K Sell
183
-171
-48% -$36.6K ﹤0.01% 567
2026
Q1 		$71.9K Buy
354
+170
+92% +$39K 0.01% 449
2025
Q4 		$47.2K Sell
184
-62
-25% -$16.5K ﹤0.01% 532
2025
Q3 		$72.3K Sell
246
-240
-49% -$72.2K 0.01% 490
2025
Q2 		$150K Buy
+486
New +$149K 0.01% 351
2023
Q4 		– Sell
-892
Closed -$215K – 276
2023
Q3 		$215K Sell
892
-42
-4% -$10.2K 0.03% 270
2023
Q2 		$205K Sell
934
-192
-17% -$41.4K 0.03% 273
2023
Q1 		$251K Buy
+1,126
New +$254K 0.04% 233
2022
Q1 		– Sell
-849
Closed -$209K – 253
2021
Q4 		$209K Sell
849
-180
-17% -$40.8K 0.04% 269
2021
Q3 		$206K Buy
+1,029
New +$212K 0.06% 226
2019
Q1 		– Sell
-3
Closed – – 763
2018
Q4 		$0 Buy
+3
New +$424 ﹤0.01% 678
2018
Q2 		– Sell
-108
Closed -$12K – 742
2018
Q1 		$12K Hold
108
– – 0.01% 459
2017
Q4 		$13K Buy
+108
New +$12.3K 0.01% 428

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

Strategic Wealth Partners's ADP Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Automatic Data Processing (ADP) stake by 48% in Q2 2026, selling an estimated $36.6K and leaving 183 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Strategic Wealth Partners first reported a position in ADP in Q4 2017 and has held it in 13 quarters since. The position peaked at $251K in Q1 2023. 2,281 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Strategic Wealth Partners held 183 shares of Automatic Data Processing worth $41K as of Q2 2026.
  • Strategic Wealth Partners sold 171 Automatic Data Processing shares in Q2 2026, an estimated $36.6K.
  • Automatic Data Processing made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #567 holding.
  • Strategic Wealth Partners first reported a position in Automatic Data Processing in Q4 2017 and has held it in 13 quarters since.
  • Strategic Wealth Partners's Automatic Data Processing position peaked at $251K in Q1 2023.
  • 2,281 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.