Cherry Tree Wealth Management, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1985414
MINNETONKA, MN
Position in ADP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$92,243
-$24,539 QoQ
Shares Held
454
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $184,815 across 7 Software - Application names. ADP ranks #1 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
454 | $92,243 | |
| 2 | SAP |
Sap SE
|
241 | $41,261 | |
| 3 | PAYX |
Paychex Inc
|
413 | $38,045 | |
| 4 | APPS |
Digital Turbine, Inc.
|
4,000 | $11,520 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
3 | $833 | |
| 6 | CRM |
Salesforce, Inc.
|
3 | $560 | |
| 7 | ROP |
Roper Technologies Inc
|
1 | $353 |
All Filings in ADP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,243 | 454 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $116,782 | 454 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $134,716 | 459 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $141,555 | 459 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $144,210 | 472 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $134,363 | 459 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $127,019 | 459 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $109,558 | 459 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $114,630 | 459 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $108,564 | 466 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $112,110 | 466 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $102,422 | 466 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||