AWP
ADP icon

Accretive Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Accretive Wealth Partners’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71M Buy
8,424
+85
+1% +$19.5K 0.48% 55
2025
Q4 		$2.15M Sell
8,339
-300
-3% -$79.9K 0.64% 47
2025
Q3 		$2.54M Buy
8,639
+130
+2% +$39.1K 0.77% 36
2025
Q2 		$2.62M Buy
8,509
+47
+0.6% +$14.4K 0.86% 36
2025
Q1 		$2.57M Buy
8,462
+432
+5% +$130K 0.91% 33
2024
Q4 		$2.35M Sell
8,030
-67
-0.8% -$19.8K 1% 28
2024
Q3 		$2.24M Sell
8,097
-125
-2% -$32.7K 0.94% 34
2024
Q2 		$1.96M Buy
8,222
+31
+0.4% +$7.61K 0.82% 36
2024
Q1 		$1.98M Sell
8,191
-32
-0.4% -$7.82K 0.88% 33
2023
Q4 		$1.92M Sell
8,223
-32
-0.4% -$7.46K 0.92% 32
2023
Q3 		$1.99M Buy
8,255
+70
+0.9% +$17.1K 1.18% 18
2023
Q2 		$1.8M Sell
8,185
-176
-2% -$37.9K 1.07% 24
2023
Q1 		$1.86M Buy
8,361
+95
+1% +$21.4K 1.19% 18
2022
Q4 		$1.97M Sell
8,266
-21
-0.3% -$5.16K 1.36% 16
2022
Q3 		$1.87M Sell
8,287
-62
-0.7% -$14.6K 1.43% 15
2022
Q2 		$1.75M Buy
8,349
+25
+0.3% +$5.48K 1.27% 20
2022
Q1 		$1.89M Buy
8,324
+118
+1% +$25.3K 1.19% 19
2021
Q4 		$2.02M Sell
8,206
-3,513
-30% -$795K 1.29% 16
2021
Q3 		$2.34M Buy
11,719
+135
+1% +$27.8K 1.65% 13
2021
Q2 		$2.3M Buy
11,584
+5,457
+89% +$1.06M 1.66% 12
2021
Q1 		$1.16M Buy
6,127
+354
+6% +$61.4K 1.04% 28
2020
Q4 		$1.02M Buy
+5,773
New +$948K 1% 27

Other funds holding ADP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accretive Wealth Partners's ADP Position: Q1 2026 in Review

Accretive Wealth Partners increased its Automatic Data Processing (ADP) stake by 1% in Q1 2026, buying an estimated $19.5K and bringing the position to 8,424 shares worth $1.71M. The position accounts for 0.48% of the portfolio, ranked #55.

Accretive Wealth Partners first reported a position in ADP in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.62M in Q2 2025. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Accretive Wealth Partners held 8,424 shares of Automatic Data Processing worth $1.71M as of Q1 2026.
  • Accretive Wealth Partners bought 85 Automatic Data Processing shares in Q1 2026, an estimated $19.5K.
  • Automatic Data Processing made up 0.48% of Accretive Wealth Partners's portfolio in Q1 2026, its #55 holding.
  • Accretive Wealth Partners first reported a position in Automatic Data Processing in Q4 2020 and has held it in 22 quarters since.
  • Accretive Wealth Partners's Automatic Data Processing position peaked at $2.62M in Q2 2025.
  • 2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.