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Twin Peaks Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Twin Peaks Wealth Advisors’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
-292
Closed -$59.3K – 262
2026
Q1 		$59.3K Buy
+292
New +$67K 0.01% 398
2025
Q3 		– Sell
-379
Closed -$114K – 196
2025
Q2 		$114K Buy
+379
New +$116K 0.04% 218

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

Twin Peaks Wealth Advisors's ADP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Automatic Data Processing (ADP) in Q2 2026, closing a stake of 292 shares — an estimated $59.3K sold.

Twin Peaks Wealth Advisors first reported a position in ADP in Q2 2025 and held it in 2 quarters. The position peaked at $114K in Q2 2025. 2,289 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Automatic Data Processing position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 292 Automatic Data Processing shares in Q2 2026, an estimated $59.3K.
  • Twin Peaks Wealth Advisors first reported a position in Automatic Data Processing in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Automatic Data Processing position peaked at $114K in Q2 2025.
  • 2,289 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.