Keudell/Morrison Wealth Management

Position in ADP — Automatic Data Processing Inc

CIK 1785498 Salem, OR

Position in ADP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$366,830

-$26,999 QoQ

Shares Held

1,638

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,640

of 2,277 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $3,399,788 across 8 Software - Application names. ADP ranks #5 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	5,882	$921,474
2	SHOP	Shopify Inc.	4,013	$458,204
3	PAYX	Paychex Inc	4,067	$399,908
4	ADBE	Adobe Inc.	1,908	$391,178
5	ADP	Automatic Data Processing Inc This page	1,638	$366,830
6	CDNS	Cadence Design Systems Inc	827	$310,389
7	NOW	ServiceNow, Inc.	3,030	$300,818
8	DDOG	Datadog, Inc.	964	$250,987

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,830	1,638	+0.1%	Shares	Sole	2026-07-15
2023-09-30	$393,829	1,637	-0.4%	Shares	Sole	2023-10-18
2023-06-30	$361,334	1,644	-0.2%	Shares	Sole	2023-07-20
2023-03-31	$366,894	1,648	-6.6%	Shares	Sole	2023-04-18
2022-12-31	$421,349	1,764	-5.1%	Shares	Sole	2023-01-20
2022-09-30	$420,261	1,858	-1.3%	Shares	Sole	2022-10-12
2022-06-30	$395,505	1,883	+1.3%	Shares	Sole	2022-07-18
2022-03-31	$422,769	1,858	-15.4%	Shares	Sole	2022-04-18
2021-12-31	$541,736	2,197	+0.2%	Shares	Sole	2022-02-08
2021-09-30	$438,224	2,192	+1.7%	Shares	Sole	2021-12-08
2021-06-30	$428,224	2,156	0.0%	Shares	Sole	2021-07-13
2021-03-31	$406,341	2,156	-0.8%	Shares	Sole	2021-04-13
2020-12-31	$383,058	2,174	+0.9%	Shares	Sole	2021-02-12
2020-09-30	$300,600	2,155	-39.8%	Shares	Sole	2020-10-20
2020-06-30	$532,877	3,579	-0.1%	Shares	Sole	2020-07-14
2020-03-31	$489,724	3,583	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.