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Waldron Private Wealth’s Automatic Data Processing ADP Stock Holding History

Waldron Private Wealth’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 		$433K Buy
1,918
+500
+35% +$107K 0.02% 244
2026
Q1 		$290K Sell
1,418
-8
-0.6% -$1.83K 0.01% 276
2025
Q4 		$367K Hold
1,426
– – 0.01% 242
2025
Q3 		$420K Hold
1,426
– – 0.02% 222
2025
Q2 		$442K Sell
1,426
-41
-3% -$12.6K 0.02% 202
2025
Q1 		$450K Sell
1,467
-1,417
-49% -$427K 0.02% 192
2024
Q4 		$848K Buy
2,884
+92
+3% +$27.2K 0.03% 188
2024
Q3 		$776K Buy
2,792
+93
+3% +$24.3K 0.03% 191
2024
Q2 		$648K Sell
2,699
-32
-1% -$7.86K 0.03% 197
2024
Q1 		$686K Buy
2,731
+97
+4% +$23.7K 0.03% 199
2023
Q4 		$617K Buy
2,634
+11
+0.4% +$2.56K 0.03% 206
2023
Q3 		$634K Buy
2,623
+51
+2% +$12.4K 0.03% 193
2023
Q2 		$568K Sell
2,572
-258
-9% -$55.6K 0.03% 211
2023
Q1 		$634K Sell
2,830
-27
-0.9% -$6.09K 0.03% 221
2022
Q4 		$649K Hold
2,857
– – 0.04% 207
2022
Q3 		$649K Buy
2,857
+186
+7% +$43.9K 0.04% 207
2022
Q2 		$563K Buy
2,671
+161
+6% +$35.3K 0.03% 233
2022
Q1 		$573K Buy
2,510
+93
+4% +$19.9K 0.03% 237
2021
Q4 		$598K Buy
2,417
+36
+2% +$8.15K 0.03% 240
2021
Q3 		$478K Sell
2,381
-53
-2% -$10.9K 0.03% 233
2021
Q2 		$485K Buy
2,434
+283
+13% +$55K 0.03% 208
2021
Q1 		$407K Buy
2,151
+22
+1% +$3.82K 0.03% 213
2020
Q4 		$377K Sell
2,129
-1,083
-34% -$178K 0.03% 206
2020
Q3 		$450K Buy
3,212
+279
+10% +$39.1K 0.04% 171
2020
Q2 		$439K Buy
2,933
+97
+3% +$13.9K 0.04% 164
2020
Q1 		$390K Sell
2,836
-37
-1% -$5.96K 0.04% 165
2019
Q4 		$492K Buy
2,873
+35
+1% +$5.79K 0.04% 163
2019
Q3 		$460K Buy
2,838
+145
+5% +$23.9K 0.05% 152
2019
Q2 		$447K Buy
2,693
+250
+10% +$40.6K 0.05% 145
2019
Q1 		$392K Buy
2,443
+317
+15% +$46K 0.04% 158
2018
Q4 		$278K Sell
2,126
-108
-5% -$15.2K 0.04% 170
2018
Q3 		$336K Buy
+2,234
New +$316K 0.07% 138

Other funds holding ADP

Ninety One (UK)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VF
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Waldron Private Wealth's ADP Position: Q2 2026 in Review

Waldron Private Wealth increased its Automatic Data Processing (ADP) stake by 35% in Q2 2026, buying an estimated $107K and bringing the position to 1,918 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #244.

Waldron Private Wealth first reported a position in ADP in Q3 2018 and has held it in 32 quarters since. The position peaked at $848K in Q4 2024. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Waldron Private Wealth held 1,918 shares of Automatic Data Processing worth $433K as of Q2 2026.
  • Waldron Private Wealth bought 500 Automatic Data Processing shares in Q2 2026, an estimated $107K.
  • Automatic Data Processing made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #244 holding.
  • Waldron Private Wealth first reported a position in Automatic Data Processing in Q3 2018 and has held it in 32 quarters since.
  • Waldron Private Wealth's Automatic Data Processing position peaked at $848K in Q4 2024.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.