SL
ADP icon

SWMG LLC’s Automatic Data Processing ADP Stock Holding History

SWMG LLC’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 		– Sell
-1,827
Closed -$371K – 102
2026
Q1 		$371K Sell
1,827
-977
-35% -$224K 0.11% 82
2025
Q4 		$649K Sell
2,804
-586
-17% -$156K 0.18% 58
2025
Q3 		$954K Buy
3,390
+877
+35% +$264K 0.29% 44
2025
Q2 		$771K Buy
2,513
+300
+14% +$92.1K 0.26% 52
2025
Q1 		$646K Sell
2,213
-24
-1% -$7.24K 0.26% 59
2024
Q4 		$663K Sell
2,237
-5
-0.2% -$1.48K 0.26% 56
2024
Q3 		$689K Buy
+2,242
New +$586K 0.28% 55

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SWMG LLC's ADP Position: Q2 2026 in Review

SWMG LLC sold out of Automatic Data Processing (ADP) in Q2 2026, closing a stake of 1,827 shares — an estimated $371K sold.

SWMG LLC first reported a position in ADP in Q3 2024 and held it in 7 quarters. The position peaked at $954K in Q3 2025. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • SWMG LLC reported no remaining Automatic Data Processing position as of Q2 2026 after selling out during the quarter.
  • SWMG LLC sold 1,827 Automatic Data Processing shares in Q2 2026, an estimated $371K.
  • SWMG LLC first reported a position in Automatic Data Processing in Q3 2024 and held it in 7 quarters.
  • SWMG LLC's Automatic Data Processing position peaked at $954K in Q3 2025.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.