Avion Wealth’s Automatic Data Processing ADP Stock Holding History

Avion Wealth’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	$141K	Buy	697 +16	+2%	+$3.67K	0.03%	124
2025 Q4	$175K	Sell	681 -63	-8%	-$16.8K	0.04%	112
2025 Q3	$218K	Sell	744 -14	-2%	-$4.21K	0.05%	98
2025 Q2	$233K	Buy	758 +20	+3%	+$6.14K	0.05%	82
2025 Q1	$216K	Hold	738	–	–	0.06%	81
2024 Q4	$216K	Buy	738 +4	+0.5%	+$1.18K	0.06%	81
2024 Q3	$203K	Buy	734 +9	+1%	+$2.35K	0.05%	82
2024 Q2	$173K	Buy	725 +8	+1%	+$1.96K	0.05%	80
2024 Q1	$180K	Sell	717 -300	-29%	-$73.3K	0.05%	81
2023 Q4	$237K	Buy	1,017 +691	+212%	+$161K	0.07%	67
2023 Q3	$77K	Buy	326 +7	+2%	+$1.71K	0.02%	121
2023 Q2	$69K	Buy	319 +19	+6%	+$4.1K	0.02%	138
2023 Q1	$71K	Buy	+300	New	+$67.7K	0.02%	125

Other funds holding ADP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avion Wealth's ADP Position: Q1 2026 in Review

Avion Wealth increased its Automatic Data Processing (ADP) stake by 2.3% in Q1 2026, buying an estimated $3.67K and bringing the position to 697 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #124.

Avion Wealth first reported a position in ADP in Q1 2023 and has held it in 13 quarters since. The position peaked at $237K in Q4 2023. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Avion Wealth held 697 shares of Automatic Data Processing worth $141K as of Q1 2026.
Avion Wealth bought 16 Automatic Data Processing shares in Q1 2026, an estimated $3.67K.
Automatic Data Processing made up 0.03% of Avion Wealth's portfolio in Q1 2026, its #124 holding.
Avion Wealth first reported a position in Automatic Data Processing in Q1 2023 and has held it in 13 quarters since.
Avion Wealth's Automatic Data Processing position peaked at $237K in Q4 2023.
2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.