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Wealth Group’s Automatic Data Processing ADP Stock Holding History

Wealth Group’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 		$5.25M Buy
23,421
+17,774
+315% +$3.8M 1.31% 20
2026
Q1 		$1.15M Buy
5,647
+2,934
+108% +$673K 1.07% 28
2025
Q4 		$1.21M Buy
+2,713
New +$722K 1.18% 23
2025
Q2 		$1.51M Sell
4,883
-1,258
-20% -$386K 1.49% 17
2025
Q1 		$1.88M Buy
6,141
+139
+2% +$41.9K 1.22% 18
2024
Q4 		$1.76M Sell
6,002
-86
-1% -$25.4K 1.14% 20
2024
Q3 		$1.69M Sell
6,088
-125
-2% -$32.7K 1.13% 19
2024
Q2 		$1.48M Sell
6,213
-56
-0.9% -$13.7K 1.06% 22
2024
Q1 		$1.57M Buy
+6,269
New +$1.53M 1.18% 19

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

Wealth Group's ADP Position: Q2 2026 in Review

Wealth Group increased its Automatic Data Processing (ADP) stake by 315% in Q2 2026, buying an estimated $3.8M and bringing the position to 23,421 shares worth $5.25M. The position accounts for 1.31% of the portfolio, ranked #20.

Wealth Group first reported a position in ADP in Q1 2024 and has held it in 9 quarters since. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Wealth Group held 23,421 shares of Automatic Data Processing worth $5.25M as of Q2 2026.
  • Wealth Group bought 17,774 Automatic Data Processing shares in Q2 2026, an estimated $3.8M.
  • Automatic Data Processing made up 1.31% of Wealth Group's portfolio in Q2 2026, its #20 holding.
  • Wealth Group first reported a position in Automatic Data Processing in Q1 2024 and has held it in 9 quarters since.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.