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Wetzel Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Wetzel Investment Advisors’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 		$259K Sell
1,146
-140
-11% -$29.9K 0.09% 117
2026
Q1 		$264K Sell
1,286
-126
-9% -$28.9K 0.1% 114
2025
Q4 		$366K Buy
1,412
+2
+0.1% +$532 0.15% 84
2025
Q3 		$416K Hold
1,410
– – 0.18% 76
2025
Q2 		$437K Sell
1,410
-70
-5% -$21.5K 0.2% 73
2025
Q1 		$454K Sell
1,480
-26
-2% -$7.84K 0.23% 71
2024
Q4 		$443K Sell
1,506
-93
-6% -$27.5K 0.22% 72
2024
Q3 		$445K Buy
1,599
+111
+7% +$29K 0.22% 71
2024
Q2 		$372K Sell
1,488
-199
-12% -$48.9K 0.21% 77
2024
Q1 		$408K Buy
1,687
+14
+0.8% +$3.42K 0.24% 72
2023
Q4 		$390K Buy
+1,673
New +$390K 0.24% 71

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

Wetzel Investment Advisors's ADP Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Automatic Data Processing (ADP) stake by 11% in Q2 2026, selling an estimated $29.9K and leaving 1,146 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #117.

Wetzel Investment Advisors first reported a position in ADP in Q4 2023 and has held it in 11 quarters since. The position peaked at $454K in Q1 2025. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Wetzel Investment Advisors held 1,146 shares of Automatic Data Processing worth $259K as of Q2 2026.
  • Wetzel Investment Advisors sold 140 Automatic Data Processing shares in Q2 2026, an estimated $29.9K.
  • Automatic Data Processing made up 0.09% of Wetzel Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Wetzel Investment Advisors first reported a position in Automatic Data Processing in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's Automatic Data Processing position peaked at $454K in Q1 2025.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.