Position in ADP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$357,648
+$62,225 QoQ
Shares Held
1,597
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,664
of 2,277 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $5,059,387 across 15 Software - Application names. ADP ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,842 | $2,567,939 | |
| 2 | CRM |
Salesforce, Inc.
|
6,923 | $1,084,557 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,783 | $971,256 | |
| 4 | ADP |
Automatic Data Processing Inc
This page
|
1,597 | $357,648 | |
| 5 | SHOP |
Shopify Inc.
|
300 | $34,254 | |
| 6 | INTU |
Intuit Inc.
|
72 | $18,792 | |
| 7 | ADSK |
Autodesk, Inc.
|
28 | $5,443 | |
| 8 | UBER |
Uber Technologies, Inc
|
68 | $4,906 |
All Filings in ADP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,648 | 1,597 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $295,423 | 1,454 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,472,237 | 9,611 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,677,600 | 9,123 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,739,825 | 8,884 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,882,064 | 9,433 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,885,439 | 9,857 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,527,928 | 9,135 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,030,535 | 8,507 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,959,460 | 7,846 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,659,445 | 7,123 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $1,252,700 | 5,207 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $778,056 | 3,540 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $640,283 | 2,876 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $675,496 | 2,828 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $551,677 | 2,439 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $514,598 | 2,450 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $494,671 | 2,174 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $498,091 | 2,020 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,195 | 51 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $25,026 | 126 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $19,600 | 104 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $704 | 4 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||