Position in ADP
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$53,436
+$9,965 QoQ
Shares Held
263
+55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Activest Wealth Management holds $1,671,636 across 38 Software - Application names. ADP ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
10,755 | $773,607 | |
| 2 | CRM |
Salesforce, Inc.
|
824 | $153,816 | |
| 3 | INTU |
Intuit Inc.
|
188 | $81,287 | |
| 4 | NOW |
ServiceNow, Inc.
|
701 | $73,289 | |
| 5 | ADBE |
Adobe Inc.
|
292 | $70,979 | |
| 6 | SHOP |
Shopify Inc.
|
569 | $67,494 | |
| 7 | ADP |
Automatic Data Processing Inc
This page
|
263 | $53,436 | |
| 8 | MSTR |
Strategy Inc
|
374 | $46,675 |
All Filings in ADP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,436 | 263 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $43,471 | 169 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,207 | 45 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $32,998 | 107 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $24,747 | 81 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $878 | 3 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||