Principle Wealth Partners LLC
Position in ADP — Automatic Data Processing Inc
CIK 1743413
MADISON, CT
Position in ADP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,479,350
+$241,526 QoQ
Shares Held
11,071
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#796
of 2,277 holders
Holding Since
Jun 2020
24 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, 2026Principle Wealth Partners LLC holds $8,145,151 across 9 Software - Application names. ADP ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
11,071 | $2,479,350 | |
| 2 | NOW |
ServiceNow, Inc.
|
18,182 | $1,805,108 | |
| 3 | CRM |
Salesforce, Inc.
|
6,808 | $1,066,541 | |
| 4 | SNOW |
Snowflake Inc.
|
3,531 | $898,639 | |
| 5 | UBER |
Uber Technologies, Inc
|
8,541 | $616,318 | |
| 6 | ADBE |
Adobe Inc.
|
1,849 | $379,081 | |
| 7 | MSTR |
Strategy Inc
|
3,771 | $327,813 | |
| 8 | PAYX |
Paychex Inc
|
3,142 | $308,952 |
All Filings in ADP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,479,350 | 11,071 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,237,824 | 11,014 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,810,752 | 10,927 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $3,032,148 | 10,331 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,186,080 | 10,331 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $3,155,208 | 10,327 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $3,208,906 | 10,962 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $3,029,916 | 10,949 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,613,416 | 10,949 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,683,456 | 10,745 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $2,503,262 | 10,745 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $2,585,032 | 10,745 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,361,643 | 10,745 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $2,435,572 | 10,940 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $2,613,128 | 10,940 | Shares | Defined | 2023-02-02 | |
| 2022-09-30 | $2,441,721 | 10,795 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,267,381 | 10,795 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,456,294 | 10,795 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,661,831 | 10,795 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,172,130 | 10,865 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,250,364 | 11,330 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,221,118 | 11,785 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,791,073 | 10,165 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $191,769 | 1,288 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||