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

Summit 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	$640K	Sell	2,859 -55	-2%	-$11.8K	0.09%	148
2026 Q1	$592K	Buy	2,914 +140	+5%	+$32.1K	0.09%	141
2025 Q4	$714K	Hold	2,774	–	–	0.13%	101
2025 Q3	$814K	Hold	2,774	–	–	0.15%	94
2025 Q2	$856K	Hold	2,774	–	–	0.16%	87
2025 Q1	$848K	Buy	2,774 +1	+0%	+$302	0.17%	91
2024 Q4	$812K	Buy	2,773 +212	+8%	+$62.7K	0.17%	91
2024 Q3	$709K	Hold	2,561	–	–	0.14%	111
2024 Q2	$611K	Hold	2,561	–	–	0.13%	115
2024 Q1	$640K	Hold	2,561	–	–	0.14%	108
2023 Q4	$597K	Hold	2,561	–	–	0.14%	106
2023 Q3	$616K	Hold	2,561	–	–	0.16%	91
2023 Q2	$563K	Sell	2,561 -89	-3%	-$19.2K	0.14%	99
2023 Q1	$590K	Sell	2,650 -72	-3%	-$16.2K	0.15%	94
2022 Q4	$650K	Hold	2,722	–	–	0.17%	88
2022 Q3	$616K	Buy	2,722 +72	+3%	+$17K	0.17%	76
2022 Q2	$557K	Hold	2,650	–	–	0.15%	84
2022 Q1	$603K	Hold	2,650	–	–	0.14%	84
2021 Q4	$653K	Hold	2,650	–	–	0.14%	79
2021 Q3	$530K	Hold	2,650	–	–	0.13%	87
2021 Q2	$526K	Hold	2,650	–	–	0.13%	91
2021 Q1	$499K	Hold	2,650	–	–	0.13%	91
2020 Q4	$467K	Hold	2,650	–	–	0.13%	87
2020 Q3	$370K	Hold	2,650	–	–	0.11%	108
2020 Q2	$395K	Hold	2,650	–	–	0.13%	99
2020 Q1	$362K	Hold	2,650	–	–	0.15%	76
2019 Q4	$452K	Buy	+2,650	New	+$439K	0.16%	69

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 Wealth Partners's ADP Position: Q2 2026 in Review

Summit Wealth Partners reduced its Automatic Data Processing (ADP) stake by 1.9% in Q2 2026, selling an estimated $11.8K and leaving 2,859 shares worth $640K. The position accounts for 0.09% of the portfolio, ranked #148.

Summit Wealth Partners first reported a position in ADP in Q4 2019 and has held it in 27 quarters since. The position peaked at $856K in Q2 2025. 2,291 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Summit Wealth Partners held 2,859 shares of Automatic Data Processing worth $640K as of Q2 2026.
Summit Wealth Partners sold 55 Automatic Data Processing shares in Q2 2026, an estimated $11.8K.
Automatic Data Processing made up 0.09% of Summit Wealth Partners's portfolio in Q2 2026, its #148 holding.
Summit Wealth Partners first reported a position in Automatic Data Processing in Q4 2019 and has held it in 27 quarters since.
Summit Wealth Partners's Automatic Data Processing position peaked at $856K in Q2 2025.
2,291 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.