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Wealth Management Associates’s Automatic Data Processing ADP Stock Holding History

Wealth Management Associates’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 		$453K Buy
2,023
+500
+33% +$107K 0.13% 141
2026
Q1 		$309K Sell
1,523
-204
-12% -$46.8K 0.11% 176
2025
Q4 		$444K Hold
1,727
– – 0.15% 124
2025
Q3 		$507K Sell
1,727
-84
-5% -$25.3K 0.18% 104
2025
Q2 		$559K Hold
1,811
– – 0.22% 88
2025
Q1 		$553K Sell
1,811
-24
-1% -$7.24K 0.24% 81
2024
Q4 		$537K Buy
1,835
+163
+10% +$48.2K 0.23% 83
2024
Q3 		$463K Sell
1,672
-50
-3% -$13.1K 0.2% 99
2024
Q2 		$411K Hold
1,722
– – 0.19% 102
2024
Q1 		$411K Buy
1,722
+86
+5% +$21K 0.19% 102
2023
Q4 		$381K Hold
1,636
– – 0.2% 109
2023
Q3 		$394K Buy
1,636
+22
+1% +$5.36K 0.23% 93
2023
Q2 		$355K Sell
1,614
-22
-1% -$4.74K 0.2% 102
2023
Q1 		$364K Hold
1,636
– – 0.22% 100
2022
Q4 		$391K Sell
1,636
-72
-4% -$17.7K 0.26% 91
2022
Q3 		$386K Sell
1,708
-104
-6% -$24.5K 0.27% 101
2022
Q2 		$381K Hold
1,812
– – 0.26% 101
2022
Q1 		$412K Hold
1,812
– – 0.23% 107
2021
Q4 		$447K Hold
1,812
– – 0.24% 110
2021
Q3 		$362K Hold
1,812
– – 0.21% 121
2021
Q2 		$360K Buy
1,812
+613
+51% +$119K 0.2% 128
2021
Q1 		$226K Buy
1,199
+50
+4% +$8.68K 0.14% 162
2020
Q4 		$202K Buy
+1,149
New +$189K 0.13% 173

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Wealth Management Associates's ADP Position: Q2 2026 in Review

Wealth Management Associates increased its Automatic Data Processing (ADP) stake by 33% in Q2 2026, buying an estimated $107K and bringing the position to 2,023 shares worth $453K. The position accounts for 0.13% of the portfolio, ranked #141.

Wealth Management Associates first reported a position in ADP in Q4 2020 and has held it in 23 quarters since. The position peaked at $559K in Q2 2025. 477 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Wealth Management Associates held 2,023 shares of Automatic Data Processing worth $453K as of Q2 2026.
  • Wealth Management Associates bought 500 Automatic Data Processing shares in Q2 2026, an estimated $107K.
  • Automatic Data Processing made up 0.13% of Wealth Management Associates's portfolio in Q2 2026, its #141 holding.
  • Wealth Management Associates first reported a position in Automatic Data Processing in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Associates's Automatic Data Processing position peaked at $559K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

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