Summit Financial Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Summit Financial 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	$206K	Buy	+918	New	+$196K	0.03%	215
2018 Q4	–	Sell	-1,531	Closed	-$214K	–	125
2018 Q3	$214K	Sell	1,531 -255	-14%	-$36.1K	0.06%	132
2018 Q2	$203K	Hold	1,786	–	–	0.07%	128
2018 Q1	$203K	Buy	1,786 +1	+0.1%	+$117	0.07%	137
2017 Q4	$209K	Buy	+1,785	New	+$204K	0.07%	136
2015 Q4	–	Sell	-1,750	Closed	-$140K	–	123
2015 Q3	$140K	Hold	1,750	–	–	0.09%	90
2015 Q2	$140K	Hold	1,750	–	–	0.09%	95
2015 Q1	$151K	Hold	1,750	–	–	0.1%	77
2014 Q4	$146K	Buy	+1,750	New	+$142K	0.1%	77

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit Financial Wealth Advisors's ADP Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Automatic Data Processing (ADP) in Q2 2026: 918 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #215 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in ADP as recently as Q3 2018.

Summit Financial Wealth Advisors first reported a position in ADP in Q4 2014 and has held it in 9 quarters since. The position peaked at $214K in Q3 2018. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Summit Financial Wealth Advisors held 918 shares of Automatic Data Processing worth $206K as of Q2 2026.
Automatic Data Processing was a new Summit Financial Wealth Advisors position in Q2 2026.
Automatic Data Processing made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #215 holding.
Summit Financial Wealth Advisors first reported a position in Automatic Data Processing in Q4 2014 and has held it in 9 quarters since.
Summit Financial Wealth Advisors's Automatic Data Processing position peaked at $214K in Q3 2018.
2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.