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Avantax Planning Partners’s Automatic Data Processing ADP Stock Holding History

Avantax Planning 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 		$623K Sell
3,066
-237
-7% -$54.3K 0.02% 247
2025
Q4 		$850K Sell
3,303
-2,214
-40% -$589K 0.02% 210
2025
Q3 		$1.62M Sell
5,517
-180
-3% -$54.2K 0.05% 148
2025
Q2 		$1.76M Sell
5,697
-308
-5% -$94.6K 0.06% 142
2025
Q1 		$1.83M Sell
6,005
-9,884
-62% -$2.98M 0.07% 134
2024
Q4 		$4.65M Buy
15,889
+523
+3% +$155K 0.17% 86
2024
Q3 		$4.25M Sell
15,366
-4,571
-23% -$1.2M 0.15% 87
2024
Q2 		$4.76M Buy
19,937
+406
+2% +$99.7K 0.15% 90
2024
Q1 		$4.88M Buy
19,531
+9,003
+86% +$2.2M 0.16% 87
2023
Q4 		$2.45M Sell
10,528
-273
-3% -$63.6K 0.09% 100
2023
Q3 		$2.6M Sell
10,801
-285
-3% -$69.5K 0.11% 93
2023
Q2 		$2.44M Buy
11,086
+206
+2% +$44.4K 0.1% 95
2023
Q1 		$2.42M Sell
10,880
-173
-2% -$39K 0.1% 94
2022
Q4 		$2.64M Sell
11,053
-68
-0.6% -$16.7K 0.1% 92
2022
Q3 		$2.52M Buy
11,121
+25
+0.2% +$5.9K 0.11% 88
2022
Q2 		$2.33M Buy
11,096
+867
+8% +$190K 0.1% 92
2022
Q1 		$2.33M Buy
10,229
+6,048
+145% +$1.29M 0.09% 94
2021
Q4 		$1.03M Buy
4,181
+12
+0.3% +$2.72K 0.04% 156
2021
Q3 		$833K Sell
4,169
-60
-1% -$12.4K 0.04% 153
2021
Q2 		$840K Sell
4,229
-1,801
-30% -$350K 0.04% 148
2021
Q1 		$1.14M Sell
6,030
-1,912
-24% -$332K 0.06% 125
2020
Q4 		$1.4M Sell
7,942
-196
-2% -$32.2K 0.07% 109
2020
Q3 		$1.14M Buy
8,138
+5
+0.1% +$701 0.06% 118
2020
Q2 		$1.21M Buy
8,133
+1,687
+26% +$242K 0.07% 114
2020
Q1 		$881K Buy
6,446
+1,038
+19% +$167K 0.06% 112
2019
Q4 		$922K Sell
5,408
-44
-0.8% -$7.29K 0.05% 117
2019
Q3 		$880K Buy
5,452
+230
+4% +$38K 0.05% 118
2019
Q2 		$857K Sell
5,222
-173
-3% -$28.1K 0.06% 115
2019
Q1 		$862K Sell
5,395
-206
-4% -$29.9K 0.06% 110
2018
Q4 		$734K Buy
5,601
+531
+10% +$75K 0.06% 115
2018
Q3 		$764K Buy
5,070
+219
+5% +$31K 0.06% 102
2018
Q2 		$651K Sell
4,851
-39
-0.8% -$4.94K 0.06% 109
2018
Q1 		$554K Buy
4,890
+1,103
+29% +$129K 0.05% 165
2017
Q4 		$444K Sell
3,787
-2,233
-37% -$255K 0.04% 183
2017
Q3 		$658K Buy
6,020
+1,868
+45% +$200K 0.05% 168
2017
Q2 		$425K Buy
4,152
+921
+29% +$93.2K 0.04% 209
2017
Q1 		$331K Buy
3,231
+283
+10% +$28.9K 0.03% 228
2016
Q4 		$303K Buy
+2,948
New +$275K 0.03% 225

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

Avantax Planning Partners's ADP Position: Q1 2026 in Review

Avantax Planning Partners reduced its Automatic Data Processing (ADP) stake by 7.2% in Q1 2026, selling an estimated $54.3K and leaving 3,066 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #247.

Avantax Planning Partners first reported a position in ADP in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.88M in Q1 2024. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Avantax Planning Partners held 3,066 shares of Automatic Data Processing worth $623K as of Q1 2026.
  • Avantax Planning Partners sold 237 Automatic Data Processing shares in Q1 2026, an estimated $54.3K.
  • Automatic Data Processing made up 0.02% of Avantax Planning Partners's portfolio in Q1 2026, its #247 holding.
  • Avantax Planning Partners first reported a position in Automatic Data Processing in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's Automatic Data Processing position peaked at $4.88M in Q1 2024.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.