EADS & HEALD WEALTH MANAGEMENT
Position in ADP — Automatic Data Processing Inc
CIK 1035912
ATLANTA, GA
Position in ADP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,800,110
+$132,003 QoQ
Shares Held
8,038
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#922
of 2,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $4,496,714 across 6 Software - Application names. ADP ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
8,038 | $1,800,110 | |
| 2 | ROP |
Roper Technologies Inc
|
2,674 | $904,854 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,534 | $575,740 | |
| 4 | INTU |
Intuit Inc.
|
2,011 | $524,871 | |
| 5 | ADSK |
Autodesk, Inc.
|
2,424 | $471,274 | |
| 6 | PAYX |
Paychex Inc
|
2,236 | $219,865 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,800,110 | 8,038 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,668,107 | 8,210 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,954,690 | 7,599 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,237,350 | 7,623 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,381,156 | 7,721 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,409,715 | 7,887 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,373,747 | 8,109 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,320,657 | 8,386 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,126,011 | 8,907 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,300,105 | 9,210 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,284,270 | 9,805 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,373,321 | 9,865 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,272,189 | 10,338 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,348,746 | 10,550 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,509,940 | 10,508 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,428,828 | 10,738 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,424,911 | 11,545 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,687,474 | 11,811 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,937,260 | 11,912 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,401,439 | 12,012 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,378,673 | 11,976 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,274,079 | 12,066 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,121,976 | 12,043 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,702,475 | 12,205 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,973,536 | 13,255 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,859,531 | 13,605 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||