Allied Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Allied Investment Advisors’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	-800	Closed	-$206K	–	101
2025 Q4	$206K	Hold	800	–	–	0.03%	98
2025 Q3	$235K	Hold	800	–	–	0.04%	88
2025 Q2	$247K	Hold	800	–	–	0.04%	76
2025 Q1	$244K	Hold	800	–	–	0.05%	77
2024 Q4	$234K	Hold	800	–	–	0.05%	73
2024 Q3	$221K	Buy	+800	New	+$209K	0.04%	72
2024 Q2	–	Sell	-877	Closed	-$219K	–	75
2024 Q1	$219K	Buy	+877	New	+$214K	0.05%	62
2023 Q2	–	Sell	-1,066	Closed	-$237K	–	61
2023 Q1	$237K	Hold	1,066	–	–	0.07%	51
2022 Q4	$255K	Hold	1,066	–	–	0.08%	49
2022 Q3	$241K	Hold	1,066	–	–	0.09%	50
2022 Q2	$224K	Hold	1,066	–	–	0.08%	52
2022 Q1	$243K	Hold	1,066	–	–	0.08%	54
2021 Q4	$263K	Hold	1,066	–	–	0.09%	52
2021 Q3	$213K	Hold	1,066	–	–	0.08%	52
2021 Q2	$212K	Buy	+1,066	New	+$207K	0.08%	54
2019 Q3	–	Sell	-1,213	Closed	-$201K	–	47
2019 Q2	$201K	Buy	+1,213	New	+$197K	0.13%	46

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allied Investment Advisors's ADP Position: Q1 2026 in Review

Allied Investment Advisors sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 800 shares — an estimated $206K sold.

Allied Investment Advisors first reported a position in ADP in Q2 2019 and held it in 16 quarters. The position peaked at $263K in Q4 2021. 2,282 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Allied Investment Advisors reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
Allied Investment Advisors sold 800 Automatic Data Processing shares in Q1 2026, an estimated $206K.
Allied Investment Advisors first reported a position in Automatic Data Processing in Q2 2019 and held it in 16 quarters.
Allied Investment Advisors's Automatic Data Processing position peaked at $263K in Q4 2021.
2,282 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Allied Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.