BAKER TILLY WEALTH MANAGEMENT, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1840565
MADISON, WI
Position in ADP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,014,269
-$79,652 QoQ
Shares Held
4,529
-15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,153
of 2,276 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,910,422 across 8 Software - Application names. ADP ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
10,106 | $1,153,903 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
4,529 | $1,014,269 | |
| 3 | CRM |
Salesforce, Inc.
|
6,290 | $985,391 | |
| 4 | ADSK |
Autodesk, Inc.
|
3,931 | $764,265 | |
| 5 | ROP |
Roper Technologies Inc
|
875 | $296,091 | |
| 6 | FICO |
Fair Isaac Corp
|
208 | $248,514 | |
| 7 | INTU |
Intuit Inc.
|
920 | $240,120 | |
| 8 | WDAY |
Workday, Inc.
|
1,698 | $207,869 |
All Filings in ADP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,269 | 4,529 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,093,921 | 5,384 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,068,018 | 4,152 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $419,998 | 1,431 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $429,601 | 1,393 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $417,965 | 1,368 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $358,594 | 1,225 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $339,547 | 1,227 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $244,657 | 1,025 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $528,699 | 2,117 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $608,051 | 2,610 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $679,879 | 2,826 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $788,386 | 3,587 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $750,708 | 3,372 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $741,421 | 3,104 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $892,093 | 3,944 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $829,868 | 3,951 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $927,908 | 4,078 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,675,264 | 6,794 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,089,763 | 5,451 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $971,450 | 4,891 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $838,691 | 4,450 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $436,095 | 2,475 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||