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

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return