Segment Wealth Management, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1575581 HOUSTON, TX

Position in ADP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$13,726,343

+$1,474,386 QoQ

Shares Held

61,292

+1.6% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#339

of 2,277 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Segment Wealth Management, LLC holds $15,408,112 across 4 Software - Application names. ADP ranks #1 (89.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc This page	61,292	$13,726,343
2	SHOP	Shopify Inc.	6,013	$686,564
3	PAYX	Paychex Inc	5,618	$552,417
4	NOW	ServiceNow, Inc.	4,460	$442,788

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,726,343	61,292	+1.6%	Shares	Sole	2026-07-16
2026-03-31	$12,251,957	60,301	+2.4%	Shares	Sole	2026-04-20
2025-12-31	$15,144,159	58,874	+0.9%	Shares	Sole	2026-01-29
2025-09-30	$17,125,725	58,350	+0.6%	Shares	Sole	2025-10-20
2025-06-30	$17,891,826	58,015	-2.1%	Shares	Sole	2025-07-21
2025-03-31	$18,097,152	59,232	+1.5%	Shares	Sole	2025-04-22
2024-12-31	$17,084,600	58,363	-0.1%	Shares	Sole	2025-01-17
2024-09-30	$16,162,692	58,406	+0.5%	Shares	Sole	2024-10-22
2024-06-30	$13,873,856	58,125	+1.8%	Shares	Sole	2024-07-23
2024-03-31	$14,260,903	57,103	+3.0%	Shares	Sole	2024-04-24
2023-12-31	$12,912,129	55,424	+2.6%	Shares	Sole	2024-01-26
2023-09-30	$12,991,079	53,999	+3.0%	Shares	Sole	2023-10-25
2023-06-30	$11,525,567	52,439	+0.1%	Shares	Sole	2023-08-22
2023-03-31	$11,667,147	52,406	+1.1%	Shares	Sole	2023-04-20
2022-12-31	$12,385,846	51,854	+0.7%	Shares	Sole	2023-01-13
2022-09-30	$11,644,035	51,479	+1.5%	Shares	Sole	2022-10-24
2022-06-30	$10,657,219	50,739	+3.7%	Shares	Sole	2022-07-20
2022-03-31	$11,131,029	48,919	+6.7%	Shares	Sole	2022-04-25
2021-12-31	$11,302,980	45,839	+1.7%	Shares	Sole	2022-01-24
2021-09-30	$9,009,994	45,068	+1.5%	Shares	Sole	2021-10-19
2021-06-30	$8,817,734	44,395	+2.6%	Shares	Sole	2021-07-20
2021-03-31	$8,158,489	43,288	+1.8%	Shares	Sole	2021-05-10
2020-12-31	$7,494,667	42,535	-4.4%	Shares	Sole	2021-01-27
2020-09-30	$6,206,189	44,492	+13.0%	Shares	Sole	2020-10-27
2020-06-30	$5,862,990	39,378	+2.9%	Shares	Sole	2020-07-15
2020-03-31	$5,229,786	38,263	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.