Crestwood Advisors Group, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1426853
BOSTON, MA
Position in ADP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,439,550
+$162,361 QoQ
Shares Held
6,428
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#994
of 2,238 holders
Holding Since
Jun 2020
24 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, 2026Crestwood Advisors Group, LLC holds $52,284,099 across 28 Software - Application names. ADP ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
86,290 | $13,518,191 | |
| 2 | NOW |
ServiceNow, Inc.
|
109,409 | $10,862,125 | |
| 3 | SHOP |
Shopify Inc.
|
46,910 | $5,356,183 | |
| 4 | INTU |
Intuit Inc.
|
17,055 | $4,451,355 | |
| 5 | ROP |
Roper Technologies Inc
|
10,183 | $3,445,825 | |
| 6 | KVYO |
Klaviyo, Inc.
|
128,408 | $1,938,960 | |
| 7 | ADP |
Automatic Data Processing Inc
This page
|
6,428 | $1,439,550 | |
| 8 | ADBE |
Adobe Inc.
|
6,654 | $1,364,203 |
All Filings in ADP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,439,550 | 6,428 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,277,189 | 6,286 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,369,492 | 5,324 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,537,940 | 5,240 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,520,720 | 4,931 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,421,936 | 4,654 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,321,383 | 4,514 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,153,964 | 4,170 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $811,546 | 3,400 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $841,374 | 3,369 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $666,294 | 2,860 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $686,374 | 2,853 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $283,529 | 1,290 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $300,327 | 1,349 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $357,334 | 1,496 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $487,665 | 2,156 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $394,875 | 1,880 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $358,375 | 1,575 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $374,308 | 1,518 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $320,671 | 1,604 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $318,586 | 1,604 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $321,152 | 1,704 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $284,739 | 1,616 | Shares | Sole | 2021-02-09 | |
| 2020-06-30 | $218,719 | 1,469 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||