Position in ADP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$757,846
+$102,591 QoQ
Shares Held
3,384
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,283
of 2,277 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BSW Wealth Partners holds $5,104,567 across 11 Software - Application names. ADP ranks #1 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
3,384 | $757,846 | |
| 2 | CRM |
Salesforce, Inc.
|
4,555 | $713,586 | |
| 3 | SAP |
Sap SE
|
4,246 | $654,351 | |
| 4 | UBER |
Uber Technologies, Inc
|
8,533 | $615,741 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,105 | $606,104 | |
| 6 | INTU |
Intuit Inc.
|
2,002 | $522,522 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,128 | $423,360 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,425 | $277,048 |
All Filings in ADP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,846 | 3,384 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $655,255 | 3,225 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $957,667 | 3,723 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,099,451 | 3,746 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,143,238 | 3,707 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,148,487 | 3,759 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,089,248 | 3,721 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,000,932 | 3,617 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $876,469 | 3,672 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $909,802 | 3,643 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $878,995 | 3,773 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $945,719 | 3,931 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $937,624 | 4,266 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $943,283 | 4,237 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,072,003 | 4,488 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,011,521 | 4,472 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $896,030 | 4,266 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $925,177 | 4,066 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $939,716 | 3,811 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $626,949 | 3,136 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $427,231 | 2,151 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $385,609 | 2,046 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $349,757 | 1,985 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||