Connecticut Wealth Management, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1689829 FARMINGTON, CT

Position in ADP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,750,393

+$187,736 QoQ

Shares Held

7,816

+1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#933

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

Connecticut Wealth Management, LLC holds $3,841,990 across 6 Software - Application names. ADP ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc This page	7,816	$1,750,393
2	NOW	ServiceNow, Inc.	8,186	$812,706
3	FICO	Fair Isaac Corp	345	$412,199
4	CRM	Salesforce, Inc.	2,252	$352,798
5	CDNS	Cadence Design Systems Inc	751	$281,865
6	INTU	Intuit Inc.	889	$232,029

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,750,393	7,816	+1.6%	Shares	Sole	2026-07-29
2026-03-31	$1,562,657	7,691	-2.0%	Shares	Sole	2026-05-01
2025-12-31	$2,018,483	7,847	-0.1%	Shares	Sole	2026-02-12
2025-09-30	$2,304,268	7,851	-0.3%	Shares	Sole	2025-11-13
2025-06-30	$2,427,416	7,871	-3.2%	Shares	Sole	2025-08-14
2025-03-31	$2,484,264	8,131	+5.3%	Shares	Sole	2025-05-15
2024-12-31	$2,260,168	7,721	+11.8%	Shares	Sole	2025-02-18
2024-09-30	$1,910,820	6,905	+9.1%	Shares	Sole	2024-11-13
2024-06-30	$1,510,907	6,330	-1.3%	Shares	Sole	2024-08-13
2024-03-31	$1,601,083	6,411	+0.1%	Shares	Sole	2024-05-01
2023-12-31	$1,491,706	6,403	+4.9%	Shares	Sole	2024-02-06
2023-09-30	$1,468,981	6,106	+37.6%	Shares	Sole	2023-10-19
2023-06-30	$975,208	4,437	+2.9%	Shares	Sole	2023-07-25
2023-03-31	$959,980	4,312	0.0%	Shares	Sole	2023-04-18
2022-12-31	$1,029,964	4,312	+1.1%	Shares	Sole	2023-01-17
2022-09-30	$964,247	4,263	+22.0%	Shares	Sole	2022-11-02
2022-06-30	$733,879	3,494	+0.3%	Shares	Sole	2022-07-12
2022-03-31	$792,976	3,485	+2.9%	Shares	Sole	2022-04-18
2021-12-31	$835,413	3,388	+1.8%	Shares	Sole	2022-01-24
2021-09-30	$665,133	3,327	+0.5%	Shares	Sole	2021-11-02
2021-06-30	$657,233	3,309	-35.2%	Shares	Sole	2021-07-29
2021-03-31	$963,081	5,110	0.0%	Shares	Sole	2021-05-12
2020-12-31	$900,382	5,110	0.0%	Shares	Sole	2021-01-29
2020-09-30	$712,793	5,110	+55.0%	Shares	Sole	2020-10-13
2020-06-30	$490,741	3,296	0.0%	Shares	Sole	2020-07-14
2020-03-31	$450,497	3,296	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.