BALDWIN WEALTH PARTNERS LLC/MA
Position in ADP — Automatic Data Processing Inc
CIK 1021258
Marion, MA
Position in ADP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,948,812
+$98,655 QoQ
Shares Held
8,702
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#888
of 2,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $15,007,633 across 7 Software - Application names. ADP ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTC |
Ptc Inc.
|
51,563 | $5,858,071 | |
| 2 | PAYX |
Paychex Inc
|
27,095 | $2,664,251 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
8,702 | $1,948,812 | |
| 4 | UBER |
Uber Technologies, Inc
|
25,062 | $1,808,473 | |
| 5 | ADBE |
Adobe Inc.
|
7,161 | $1,468,148 | |
| 6 | ROP |
Roper Technologies Inc
|
3,120 | $1,055,776 | |
| 7 | INTU |
Intuit Inc.
|
782 | $204,102 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,948,812 | 8,702 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,850,157 | 9,106 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,744,901 | 10,671 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,174,496 | 10,816 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,349,224 | 10,860 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,343,720 | 10,944 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,580,966 | 12,233 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,630,420 | 13,119 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,168,848 | 13,276 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,590,262 | 14,376 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,417,902 | 14,671 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $3,928,671 | 16,330 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,605,654 | 16,405 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,652,245 | 16,405 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,924,469 | 16,430 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $221,666 | 980 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $205,839 | 980 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $230,725 | 1,014 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $241,648 | 980 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $195,921 | 980 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $194,647 | 980 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $184,700 | 980 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $194,701 | 1,105 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $154,136 | 1,105 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $183,134 | 1,230 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $174,950 | 1,280 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||