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Allen Wealth Management’s Automatic Data Processing ADP Stock Holding History

Allen Wealth Management’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 		– Sell
-1,070
Closed -$275K – 60
2025
Q4 		$275K Hold
1,070
– – 0.17% 55
2025
Q3 		$314K Sell
1,070
-70
-6% -$21.1K 0.21% 49
2025
Q2 		$351K Buy
1,140
+131
+13% +$40.2K 0.25% 44
2025
Q1 		$308K Sell
1,009
-100
-9% -$30.2K 0.21% 47
2024
Q4 		$325K Buy
1,109
+1
+0.1% +$296 0.23% 45
2024
Q3 		$307K Buy
1,108
+1
+0.1% +$262 0.21% 51
2024
Q2 		$264K Hold
1,107
– – 0.24% 52
2024
Q1 		$276K Sell
1,107
-49
-4% -$12K 0.24% 52
2023
Q4 		$269K Buy
+1,156
New +$269K 0.26% 45

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

Allen Wealth Management's ADP Position: Q1 2026 in Review

Allen Wealth Management sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 1,070 shares — an estimated $275K sold.

Allen Wealth Management first reported a position in ADP in Q4 2023 and held it in 9 quarters. The position peaked at $351K in Q2 2025. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Allen Wealth Management reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Allen Wealth Management sold 1,070 Automatic Data Processing shares in Q1 2026, an estimated $275K.
  • Allen Wealth Management first reported a position in Automatic Data Processing in Q4 2023 and held it in 9 quarters.
  • Allen Wealth Management's Automatic Data Processing position peaked at $351K in Q2 2025.
  • 2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Allen Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.