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Wealth Alliance’s Automatic Data Processing ADP Stock Holding History

Wealth Alliance’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 		$1.49M Buy
6,652
+3,736
+128% +$799K 0.12% 148
2026
Q1 		$593K Sell
2,916
-116
-4% -$26.6K 0.06% 260
2025
Q4 		$780K Sell
3,032
-145
-5% -$38.6K 0.08% 225
2025
Q3 		$932K Sell
3,177
-13
-0.4% -$3.91K 0.1% 189
2025
Q2 		$984K Buy
3,190
+78
+3% +$24K 0.11% 169
2025
Q1 		$951K Buy
3,112
+138
+5% +$41.6K 0.12% 170
2024
Q4 		$870K Buy
2,974
+54
+2% +$16K 0.1% 183
2024
Q3 		$808K Buy
2,920
+51
+2% +$13.3K 0.1% 191
2024
Q2 		$685K Sell
2,869
-162
-5% -$39.8K 0.09% 204
2024
Q1 		$757K Sell
3,031
-4
-0.1% -$977 0.1% 193
2023
Q4 		$707K Sell
3,035
-8
-0.3% -$1.86K 0.1% 196
2023
Q3 		$732K Buy
3,043
+143
+5% +$34.9K 0.12% 178
2023
Q2 		$637K Buy
2,900
+60
+2% +$12.9K 0.1% 215
2023
Q1 		$632K Sell
2,840
-560
-16% -$126K 0.1% 207
2022
Q4 		$812K Buy
3,400
+169
+5% +$41.5K 0.14% 163
2022
Q3 		$731K Buy
3,231
+227
+8% +$53.6K 0.14% 152
2022
Q2 		$631K Buy
3,004
+68
+2% +$14.9K 0.12% 178
2022
Q1 		$669K Buy
2,936
+117
+4% +$25.1K 0.14% 165
2021
Q4 		$695K Sell
2,819
-16
-0.6% -$3.62K 0.14% 167
2021
Q3 		$567K Buy
2,835
+111
+4% +$22.9K 0.13% 178
2021
Q2 		$541K Sell
2,724
-198
-7% -$38.5K 0.13% 184
2021
Q1 		$551K Buy
2,922
+862
+42% +$150K 0.15% 160
2020
Q4 		$363K Buy
2,060
+70
+4% +$11.5K 0.11% 232
2020
Q3 		$278K Sell
1,990
-913
-31% -$128K 0.1% 249
2020
Q2 		$432K Buy
2,903
+276
+11% +$39.5K 0.17% 156
2020
Q1 		$359K Buy
+2,627
New +$423K 0.19% 137

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

Wealth Alliance's ADP Position: Q2 2026 in Review

Wealth Alliance increased its Automatic Data Processing (ADP) stake by 128% in Q2 2026, buying an estimated $799K and bringing the position to 6,652 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #148.

Wealth Alliance first reported a position in ADP in Q1 2020 and has held it in 26 quarters since. 2,288 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Wealth Alliance held 6,652 shares of Automatic Data Processing worth $1.49M as of Q2 2026.
  • Wealth Alliance bought 3,736 Automatic Data Processing shares in Q2 2026, an estimated $799K.
  • Automatic Data Processing made up 0.12% of Wealth Alliance's portfolio in Q2 2026, its #148 holding.
  • Wealth Alliance first reported a position in Automatic Data Processing in Q1 2020 and has held it in 26 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

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