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Twelve Points Wealth Management’s Automatic Data Processing ADP Stock Holding History

Twelve Points Wealth Management’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 		$615K Sell
2,746
-80
-3% -$17.1K 0.12% 124
2026
Q1 		$574K Hold
2,826
– – 0.13% 124
2025
Q4 		$752K Sell
2,826
-100
-3% -$26.6K 0.17% 112
2025
Q3 		$859K Hold
2,926
– – 0.21% 108
2025
Q2 		$902K Hold
2,926
– – 0.24% 104
2025
Q1 		$894K Buy
2,926
+108
+4% +$32.6K 0.24% 98
2024
Q4 		$825K Buy
2,818
+11
+0.4% +$3.25K 0.24% 98
2024
Q3 		$777K Hold
2,807
– – 0.24% 92
2024
Q2 		$670K Hold
2,807
– – 0.24% 96
2024
Q1 		$701K Sell
2,807
-1
-0% -$244 0.26% 88
2023
Q4 		$654K Sell
2,808
-192
-6% -$44.7K 0.31% 88
2023
Q3 		$722K Sell
3,000
-98
-3% -$23.9K 0.36% 76
2023
Q2 		$681K Buy
3,098
+26
+0.8% +$5.61K 0.36% 79
2023
Q1 		$684K Sell
3,072
-228
-7% -$51.4K 0.39% 74
2022
Q4 		$788K Buy
3,300
+300
+10% +$73.7K 0.54% 56
2022
Q3 		$679K Hold
3,000
– – 0.53% 63
2022
Q2 		$630K Hold
3,000
– – 0.49% 74
2022
Q1 		$683K Hold
3,000
– – 0.51% 73
2021
Q4 		$740K Buy
+3,000
New +$679K 0.6% 52

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

Twelve Points Wealth Management's ADP Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its Automatic Data Processing (ADP) stake by 2.8% in Q2 2026, selling an estimated $17.1K and leaving 2,746 shares worth $615K. The position accounts for 0.12% of the portfolio, ranked #124.

Twelve Points Wealth Management first reported a position in ADP in Q4 2021 and has held it in 19 quarters since. The position peaked at $902K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Twelve Points Wealth Management held 2,746 shares of Automatic Data Processing worth $615K as of Q2 2026.
  • Twelve Points Wealth Management sold 80 Automatic Data Processing shares in Q2 2026, an estimated $17.1K.
  • Automatic Data Processing made up 0.12% of Twelve Points Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Twelve Points Wealth Management first reported a position in Automatic Data Processing in Q4 2021 and has held it in 19 quarters since.
  • Twelve Points Wealth Management's Automatic Data Processing position peaked at $902K in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.