Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Automatic Data Processing ADP Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$48.2M Buy
179,605
+3,908
+2% +$1.04M 0.07% 247
2026
Q2 		$42.2M Buy
175,697
+10,497
+6% +$2.24M 0.07% 243
2026
Q1 		$33.7M Sell
165,200
-72,837
-31% -$16.7M 0.07% 268
2025
Q4 		$62.2M Sell
238,037
-12,228
-5% -$3.26M 0.08% 221
2025
Q3 		$73.3M Sell
250,265
-1,303
-0.5% -$392K 0.11% 175
2025
Q2 		$77.8M Buy
251,568
+732
+0.3% +$225K 0.13% 157
2025
Q1 		$76.6M Buy
250,836
+20,467
+9% +$6.17M 0.15% 140
2024
Q4 		$67.4M Buy
230,369
+3,599
+2% +$1.06M 0.13% 153
2024
Q3 		$62.8M Sell
226,770
-3,240
-1% -$847K 0.13% 153
2024
Q2 		$54.9M Sell
230,010
-954
-0.4% -$234K 0.13% 158
2024
Q1 		$57.7M Sell
230,964
-69
-0% -$16.9K 0.15% 144
2023
Q4 		$53.8M Sell
231,033
-20,896
-8% -$4.87M 0.16% 141
2023
Q3 		$60.6M Buy
251,929
+241,303
+2,271% +$58.8M 0.2% 112
2023
Q2 		$2.34M Sell
10,626
-6,863
-39% -$1.48M 0.03% 184
2023
Q1 		$3.89M Buy
17,489
+15,362
+722% +$3.47M 0.05% 156
2022
Q4 		$473K Hold
2,127
– – 0.01% 276
2022
Q3 		$483K Sell
2,127
-2,144
-50% -$506K 0.01% 277
2022
Q2 		$928K Buy
4,271
+89
+2% +$19.5K 0.01% 249
2022
Q1 		$984K Hold
4,182
– – 0.01% 236
2021
Q4 		$857K Buy
4,182
+7
+0.2% +$1.58K 0.01% 230
2021
Q3 		$913K Sell
4,175
-341
-8% -$70.2K 0.01% 223
2021
Q2 		$935K Sell
4,516
-30
-0.7% -$5.83K 0.02% 207
2021
Q1 		$861K Buy
4,546
+2,000
+79% +$347K 0.02% 207
2020
Q4 		$410K Hold
2,546
– – 0.01% 198
2020
Q3 		$383K Hold
2,546
– – 0.01% 193
2020
Q2 		$376K Sell
2,546
-220
-8% -$31.5K 0.01% 190
2020
Q1 		$396K Buy
+2,766
New +$446K 0.01% 190
2019
Q1 		– Sell
-17,308
Closed -$2.34M – 178
2018
Q4 		$2.34M Buy
17,308
+8,206
+90% +$1.16M 0.15% 55
2018
Q3 		$1.25M Buy
+9,102
New +$1.29M 0.08% 95
2017
Q2 		– Sell
-8,189
Closed -$833K – 138
2017
Q1 		$833K Buy
+8,189
New +$835K 0.09% 99
2015
Q1 		– Sell
-10,709
Closed -$893K – 106
2014
Q4 		$893K Buy
+10,709
New +$868K 0.35% 48

Other funds holding ADP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Wealth Enhancement Advisory Services's ADP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Automatic Data Processing (ADP) stake by 2.2% in Q3 2026, buying an estimated $1.04M and bringing the position to 179,605 shares worth $48.2M. The position accounts for 0.07% of the portfolio, ranked #247.

Wealth Enhancement Advisory Services first reported a position in ADP in Q4 2014 and has held it in 31 quarters since. The position peaked at $77.8M in Q2 2025. 1,852 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 179,605 shares of Automatic Data Processing worth $48.2M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,908 Automatic Data Processing shares in Q3 2026, an estimated $1.04M.
  • Automatic Data Processing made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #247 holding.
  • Wealth Enhancement Advisory Services first reported a position in Automatic Data Processing in Q4 2014 and has held it in 31 quarters since.
  • Wealth Enhancement Advisory Services's Automatic Data Processing position peaked at $77.8M in Q2 2025.
  • 1,852 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.