Triad Wealth Partners
ADP icon

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

Triad 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
Q3 		$370K Sell
1,433
-154
-10% -$40.9K 0.02% 387
2026
Q2 		$428K Buy
1,587
+228
+17% +$48.7K 0.03% 356
2026
Q1 		$276K Buy
1,359
+143
+12% +$32.8K 0.02% 405
2025
Q4 		$313K Buy
1,216
+458
+60% +$122K 0.03% 379
2025
Q3 		$222K Buy
758
+17
+2% +$5.12K 0.03% 349
2025
Q2 		$229K Buy
+741
New +$228K 0.05% 258
2024
Q3 		– Sell
-457
Closed -$109K – 63
2024
Q2 		$109K Buy
+457
New +$112K 0.06% 146

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Triad Wealth Partners's ADP Position: Q3 2026 in Review

Triad Wealth Partners reduced its Automatic Data Processing (ADP) stake by 9.7% in Q3 2026, selling an estimated $40.9K and leaving 1,433 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #387.

Triad Wealth Partners first reported a position in ADP in Q2 2024 and has held it in 7 quarters since. The position peaked at $428K in Q2 2026. 1,090 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Triad Wealth Partners held 1,433 shares of Automatic Data Processing worth $370K as of Q3 2026.
  • Triad Wealth Partners sold 154 Automatic Data Processing shares in Q3 2026, an estimated $40.9K.
  • Automatic Data Processing made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #387 holding.
  • Triad Wealth Partners first reported a position in Automatic Data Processing in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Automatic Data Processing position peaked at $428K in Q2 2026.
  • 1,090 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.