ViaWealth’s Automatic Data Processing ADP Stock Holding History

ViaWealth’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	$345K	Buy	1,539 +5	+0.3%	+$1.07K	0.17%	133
2026 Q1	$312K	Buy	1,534 +62	+4%	+$14.2K	0.17%	133
2025 Q4	$379K	Sell	1,472 -150	-9%	-$39.9K	0.21%	112
2025 Q3	$476K	Buy	1,622 +75	+5%	+$22.6K	0.26%	101
2025 Q2	$477K	Sell	1,547 -36	-2%	-$11.1K	0.28%	100
2025 Q1	$484K	Sell	1,583 -38	-2%	-$11.5K	0.3%	100
2024 Q4	$474K	Hold	1,621	–	–	0.29%	99
2024 Q3	$448K	Hold	1,621	–	–	0.26%	111
2024 Q2	$387K	Sell	1,621 -57	-3%	-$14K	0.24%	117
2024 Q1	$419K	Hold	1,678	–	–	0.26%	115
2023 Q4	$391K	Hold	1,678	–	–	0.27%	115
2023 Q3	$404K	Hold	1,678	–	–	0.3%	112
2023 Q2	$369K	Hold	1,678	–	–	0.28%	118
2023 Q1	$373K	Hold	1,678	–	–	0.3%	114
2022 Q4	$402K	Buy	+1,678	New	+$412K	0.33%	111

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ViaWealth's ADP Position: Q2 2026 in Review

ViaWealth increased its Automatic Data Processing (ADP) stake by 0.33% in Q2 2026, buying an estimated $1.07K and bringing the position to 1,539 shares worth $345K. The position accounts for 0.17% of the portfolio, ranked #133.

ViaWealth first reported a position in ADP in Q4 2022 and has held it in 15 quarters since. The position peaked at $484K in Q1 2025. 2,288 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

ViaWealth held 1,539 shares of Automatic Data Processing worth $345K as of Q2 2026.
ViaWealth bought 5 Automatic Data Processing shares in Q2 2026, an estimated $1.07K.
Automatic Data Processing made up 0.17% of ViaWealth's portfolio in Q2 2026, its #133 holding.
ViaWealth first reported a position in Automatic Data Processing in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Automatic Data Processing position peaked at $484K in Q1 2025.
2,288 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.