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WealthShield Partners’s Automatic Data Processing ADP Stock Holding History

WealthShield Partners’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 		$283K Sell
1,252
-627
-33% -$134K 0.04% 196
2026
Q1 		$382K Sell
1,879
-3
-0.2% -$688 0.04% 265
2025
Q4 		$484K Buy
1,882
+870
+86% +$232K 0.05% 247
2025
Q3 		$297K Buy
1,012
+3
+0.3% +$903 0.03% 280
2025
Q2 		$311K Sell
1,009
-190
-16% -$58.4K 0.04% 275
2025
Q1 		$368K Buy
1,199
+341
+40% +$103K 0.05% 247
2024
Q4 		$252K Sell
858
-118
-12% -$34.9K 0.04% 260
2024
Q3 		$271K Buy
976
+120
+14% +$31.4K 0.04% 255
2024
Q2 		$206K Hold
856
– – 0.03% 274
2024
Q1 		$215K Buy
+856
New +$209K 0.03% 266
2023
Q1 		– Sell
-931
Closed -$224K – 485
2022
Q4 		$224K Buy
931
+6
+0.6% +$1.47K 0.04% 274
2022
Q3 		$210K Buy
+925
New +$218K 0.04% 281
2022
Q2 		– Sell
-880
Closed -$201K – 291
2022
Q1 		$201K Buy
+880
New +$188K 0.03% 320
2021
Q3 		– Sell
-704
Closed -$140K – 240
2021
Q2 		$140K Sell
704
-594
-46% -$115K 0.02% 311
2021
Q1 		$245K Buy
+1,298
New +$225K 0.04% 232
2020
Q1 		– Sell
-2,693
Closed -$459K – 265
2019
Q4 		$459K Sell
2,693
-815
-23% -$135K 0.22% 101
2019
Q3 		$566K Buy
3,508
+643
+22% +$106K 0.3% 77
2019
Q2 		$474K Buy
2,865
+1,188
+71% +$193K 0.27% 86
2019
Q1 		$268K Buy
+1,677
New +$244K 0.15% 114

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

WealthShield Partners's ADP Position: Q2 2026 in Review

WealthShield Partners reduced its Automatic Data Processing (ADP) stake by 33% in Q2 2026, selling an estimated $134K and leaving 1,252 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #196.

WealthShield Partners first reported a position in ADP in Q1 2019 and has held it in 19 quarters since. The position peaked at $566K in Q3 2019. 2,288 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • WealthShield Partners held 1,252 shares of Automatic Data Processing worth $283K as of Q2 2026.
  • WealthShield Partners sold 627 Automatic Data Processing shares in Q2 2026, an estimated $134K.
  • Automatic Data Processing made up 0.04% of WealthShield Partners's portfolio in Q2 2026, its #196 holding.
  • WealthShield Partners first reported a position in Automatic Data Processing in Q1 2019 and has held it in 19 quarters since.
  • WealthShield Partners's Automatic Data Processing position peaked at $566K in Q3 2019.
  • 2,288 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.