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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Triad Wealth Partners's ADP Position: Q2 2026 in Review

Triad Wealth Partners increased its Automatic Data Processing (ADP) stake by 17% in Q2 2026, buying an estimated $48.7K and bringing the position to 1,587 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #356.

Triad Wealth Partners first reported a position in ADP in Q2 2024 and has held it in 6 quarters since. 2,288 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Triad Wealth Partners held 1,587 shares of Automatic Data Processing worth $428K as of Q2 2026.
  • Triad Wealth Partners bought 228 Automatic Data Processing shares in Q2 2026, an estimated $48.7K.
  • Automatic Data Processing made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #356 holding.
  • Triad Wealth Partners first reported a position in Automatic Data Processing in Q2 2024 and has held it in 6 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.