Marks Group Wealth Management, Inc
Position in ADP — Automatic Data Processing Inc
CIK 1802473
MINNETONKA, MN
Position in ADP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,565,283
-$1,524,985 QoQ
Shares Held
15,920
-36.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#659
of 2,277 holders
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $28,751,613 across 15 Software - Application names. ADP ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
24,904 | $3,901,460 | |
| 2 | ROP |
Roper Technologies Inc
|
11,467 | $3,880,317 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
15,920 | $3,565,283 | |
| 4 | NOW |
ServiceNow, Inc.
|
34,242 | $3,399,544 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
52,711 | $3,270,716 | |
| 6 | FICO |
Fair Isaac Corp
|
1,922 | $2,296,366 | |
| 7 | UBER |
Uber Technologies, Inc
|
27,448 | $1,980,647 | |
| 8 | PTC |
Ptc Inc.
|
13,003 | $1,477,270 |
All Filings in ADP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,565,283 | 15,920 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,090,268 | 25,053 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $6,597,691 | 25,649 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $8,290,200 | 28,246 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,030,876 | 29,283 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,148,790 | 29,944 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,838,396 | 30,193 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,696,240 | 31,425 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,438,057 | 31,162 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,640,545 | 30,594 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,014,538 | 17,232 | Shares | Sole | 2024-02-01 | |
| 2021-03-31 | $5,675,962 | 30,116 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,649,676 | 32,064 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,582,246 | 32,850 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,312,598 | 28,965 | Shares | Other | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||