WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1632972
PLYMOUTH, MN
Position in ADP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$39,347,343
+$5,782,007 QoQ
Shares Held
175,697
+6.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#6
of 356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21.74425288991844.ToString("F0")%
Shared 0.ToString("F0")%
None 78.25574711008156.ToString("F0")%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. ADP ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
501,815 | $49,820,193 | |
| 2 | INTU |
Intuit Inc.
|
161,048 | $42,033,528 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
175,697 | $39,347,343 | |
| 4 | CRM |
Salesforce, Inc.
|
163,367 | $25,593,074 | |
| 5 | SNOW |
Snowflake Inc.
|
97,262 | $24,753,179 | |
| 6 | ADSK |
Autodesk, Inc.
|
104,658 | $20,347,608 | |
| 7 | ADBE |
Adobe Inc.
|
98,678 | $20,230,963 | |
| 8 | SHOP |
Shopify Inc.
|
164,440 | $18,775,759 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,347,343 | 175,697 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $33,565,336 | 165,200 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $61,230,257 | 238,037 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $73,452,777 | 250,265 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $77,583,571 | 251,568 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $76,637,923 | 250,836 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $67,435,917 | 230,369 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $62,754,062 | 226,770 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $54,901,086 | 230,010 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $57,680,949 | 230,964 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $53,823,758 | 231,033 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $60,609,078 | 251,929 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,335,488 | 10,626 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,893,576 | 17,489 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $508,055 | 2,127 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $481,106 | 2,127 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $897,080 | 4,271 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $951,572 | 4,182 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,031,197 | 4,182 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $834,666 | 4,175 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $896,967 | 4,516 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $856,784 | 4,546 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $448,605 | 2,546 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $355,141 | 2,546 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $379,073 | 2,546 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $378,056 | 2,766 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||