Kingsview Wealth Management, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1791965
GRANTS PASS, OR
Position in ADP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,029,772
-$1,682,240 QoQ
Shares Held
29,677
-1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Kingsview Wealth Management, LLC holds $48,211,568 across 18 Software - Application names. ADP ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
60,281 | $11,252,653 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
95,065 | $6,423,541 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
29,677 | $6,029,772 | |
| 4 | YOU |
Clear Secure, Inc.
|
103,598 | $5,015,178 | |
| 5 | IDCC |
InterDigital, Inc.
|
13,728 | $4,145,856 | |
| 6 | SHOP |
Shopify Inc.
|
28,864 | $3,423,847 | |
| 7 | PAYX |
Paychex Inc
|
29,945 | $2,758,533 | |
| 8 | NOW |
ServiceNow, Inc.
|
22,005 | $2,300,622 |
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,029,772 | 29,677 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,712,012 | 29,981 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,247,643 | 28,101 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,634,274 | 27,997 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,565,533 | 28,035 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,317,044 | 28,412 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,987,811 | 28,865 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,649,187 | 27,857 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,899,317 | 27,626 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,460,258 | 27,730 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,503,358 | 27,032 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,830,369 | 26,527 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,190,841 | 23,316 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,612,493 | 23,497 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,382,191 | 23,795 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,854,864 | 23,114 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $4,648,642 | 20,430 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $5,231,687 | 21,217 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $4,222,510 | 21,121 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $4,156,520 | 20,927 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $3,851,572 | 20,436 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $4,520,587 | 25,656 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,392,675 | 24,322 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $3,591,673 | 24,123 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,373,945 | 24,685 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||