AO
ADP icon

Advisor OS’s Automatic Data Processing ADP Stock Holding History

Advisor OS’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 		$776K Buy
3,817
+1,241
+48% +$285K 0.06% 217
2025
Q4 		$663K Buy
2,576
+437
+20% +$116K 0.05% 235
2025
Q3 		$628K Sell
2,139
-2
-0.1% -$602 0.05% 220
2025
Q2 		$660K Buy
2,141
+66
+3% +$20.3K 0.07% 207
2025
Q1 		$634K Sell
2,075
-45
-2% -$13.6K 0.07% 195
2024
Q4 		$621K Buy
2,120
+23
+1% +$6.8K 0.07% 189
2024
Q3 		$580K Buy
2,097
+23
+1% +$6.01K 0.06% 233
2024
Q2 		$495K Buy
2,074
+177
+9% +$43.5K 0.05% 247
2024
Q1 		$474K Buy
1,897
+155
+9% +$37.9K 0.05% 242
2023
Q4 		$406K Buy
1,742
+236
+16% +$55K 0.05% 230
2023
Q3 		$362K Buy
1,506
+284
+23% +$69.2K 0.05% 213
2023
Q2 		$269K Buy
+1,222
New +$263K 0.04% 249

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

Advisor OS's ADP Position: Q1 2026 in Review

Advisor OS increased its Automatic Data Processing (ADP) stake by 48% in Q1 2026, buying an estimated $285K and bringing the position to 3,817 shares worth $776K. The position accounts for 0.06% of the portfolio, ranked #217.

Advisor OS first reported a position in ADP in Q2 2023 and has held it in 12 quarters since. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Advisor OS held 3,817 shares of Automatic Data Processing worth $776K as of Q1 2026.
  • Advisor OS bought 1,241 Automatic Data Processing shares in Q1 2026, an estimated $285K.
  • Automatic Data Processing made up 0.06% of Advisor OS's portfolio in Q1 2026, its #217 holding.
  • Advisor OS first reported a position in Automatic Data Processing in Q2 2023 and has held it in 12 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.