Wealthspire Advisors (New York)’s Automatic Data Processing ADP Stock Holding History

Wealthspire Advisors (New York)’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	$2.89M	Buy	12,886 +5,307	+70%	+$1.13M	0.02%	353
2026 Q1	$1.54M	Sell	7,579 -3,138	-29%	-$720K	0.01%	324
2025 Q4	$2.76M	Buy	10,717 +1,822	+20%	+$485K	0.02%	244
2025 Q3	$2.61M	Sell	8,895 -440	-5%	-$132K	0.01%	237
2025 Q2	$2.88M	Buy	9,335 +36	+0.4%	+$11.1K	0.02%	226
2025 Q1	$2.84M	Sell	9,299 -523	-5%	-$158K	0.02%	223
2024 Q4	$2.88M	Sell	9,822 -485	-5%	-$143K	0.03%	199
2024 Q3	$2.85M	Buy	10,307 +587	+6%	+$154K	0.03%	200
2024 Q2	$2.32M	Buy	9,720 +3,063	+46%	+$752K	0.03%	188
2024 Q1	$1.66M	Sell	6,657 -709	-10%	-$173K	0.02%	232
2023 Q4	$1.72M	Buy	7,366 +2,629	+55%	+$613K	0.02%	220
2023 Q3	$1.14M	Buy	4,737 +1,547	+48%	+$377K	0.02%	260
2023 Q2	$701K	Sell	3,190 -416	-12%	-$89.7K	0.01%	310
2023 Q1	$803K	Sell	3,606 -1,599	-31%	-$361K	0.01%	288
2022 Q4	$1.24M	Buy	5,205 +1,765	+51%	+$433K	0.02%	219
2022 Q3	$778K	Buy	3,440 +58	+2%	+$13.7K	0.02%	265
2022 Q2	$710K	Buy	3,382 +1,539	+84%	+$337K	0.01%	263
2022 Q1	$419K	Sell	1,843 -1,979	-52%	-$424K	0.01%	297
2021 Q4	$942K	Sell	3,822 -1,147	-23%	-$260K	0.02%	235
2021 Q3	$993K	Buy	4,969 +2,938	+145%	+$605K	0.02%	249
2021 Q2	$403K	Sell	2,031 -6,089	-75%	-$1.18M	0.01%	252
2021 Q1	$1.53M	Buy	8,120 +1,611	+25%	+$280K	0.04%	206
2020 Q4	$1.15M	Buy	6,509 +205	+3%	+$33.7K	0.03%	193
2020 Q3	$879K	Sell	6,304 -5,366	-46%	-$752K	0.05%	137
2020 Q2	$1.74M	Sell	11,670 -2,560	-18%	-$367K	0.12%	75
2020 Q1	$1.95M	Buy	14,230 +8,917	+168%	+$1.44M	0.08%	127
2019 Q4	$906K	Buy	5,313 +140	+3%	+$23.2K	0.07%	67
2019 Q3	$835K	Buy	5,173 +3,090	+148%	+$510K	0.07%	56
2019 Q2	$344K	Buy	+2,083	New	+$338K	0.03%	64
2019 Q1	–	Sell	-1,791	Closed	-$235K	–	59
2018 Q4	$235K	Buy	+1,791	New	+$253K	0.02%	61

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s ADP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Automatic Data Processing (ADP) stake by 70% in Q2 2026, buying an estimated $1.13M and bringing the position to 12,886 shares worth $2.89M. The position accounts for 0.02% of the portfolio, ranked #353.

Wealthspire Advisors (New York) first reported a position in ADP in Q4 2018 and has held it in 30 quarters since. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Wealthspire Advisors (New York) held 12,886 shares of Automatic Data Processing worth $2.89M as of Q2 2026.
Wealthspire Advisors (New York) bought 5,307 Automatic Data Processing shares in Q2 2026, an estimated $1.13M.
Automatic Data Processing made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #353 holding.
Wealthspire Advisors (New York) first reported a position in Automatic Data Processing in Q4 2018 and has held it in 30 quarters since.
2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.