True Wealth Design’s Automatic Data Processing ADP Stock Holding History

True Wealth Design’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	$50.8K	Buy	227 +64	+39%	+$13.7K	0.01%	482
2026 Q1	$33.1K	Buy	163 +137	+527%	+$31.4K	0.01%	529
2025 Q4	$6.69K	Sell	26 -38	-59%	-$10.1K	﹤0.01%	988
2025 Q3	$18.8K	Buy	64 +30	+88%	+$9.03K	0.01%	640
2025 Q2	$10.5K	Buy	34 +3	+10%	+$921	﹤0.01%	562
2025 Q1	$9.52K	Buy	31 +10	+48%	+$3.02K	﹤0.01%	484
2024 Q4	$6.2K	Buy	21 +6	+40%	+$1.77K	﹤0.01%	495
2024 Q3	$4.15K	Hold	15	–	–	﹤0.01%	607
2024 Q2	$3.58K	Buy	15 +2	+15%	+$491	﹤0.01%	301
2024 Q1	$3.25K	Buy	13 +6	+86%	+$1.47K	﹤0.01%	305
2023 Q4	$1.63K	Hold	7	–	–	﹤0.01%	316
2023 Q3	$1.69K	Hold	7	–	–	﹤0.01%	279
2023 Q2	$1.54K	Hold	7	–	–	﹤0.01%	287
2023 Q1	$1.56K	Hold	7	–	–	﹤0.01%	356
2022 Q4	$1.67K	Buy	+7	New	+$1.72K	﹤0.01%	304

Other funds holding ADP

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

True Wealth Design's ADP Position: Q2 2026 in Review

True Wealth Design increased its Automatic Data Processing (ADP) stake by 39% in Q2 2026, buying an estimated $13.7K and bringing the position to 227 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #482.

True Wealth Design first reported a position in ADP in Q4 2022 and has held it in 15 quarters since. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

True Wealth Design held 227 shares of Automatic Data Processing worth $50.8K as of Q2 2026.
True Wealth Design bought 64 Automatic Data Processing shares in Q2 2026, an estimated $13.7K.
Automatic Data Processing made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #482 holding.
True Wealth Design first reported a position in Automatic Data Processing in Q4 2022 and has held it in 15 quarters since.
721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.