Beaton Management Company’s Automatic Data Processing ADP Stock Holding History

Beaton Management Company’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	-896	Closed	-$230K	–	147
2025 Q4	$230K	Hold	896	–	–	0.1%	140
2025 Q3	$263K	Hold	896	–	–	0.12%	121
2025 Q2	$276K	Hold	896	–	–	0.13%	115
2025 Q1	$274K	Hold	896	–	–	0.14%	112
2024 Q4	$262K	Hold	896	–	–	0.13%	116
2024 Q3	$248K	Hold	896	–	–	0.13%	124
2024 Q2	$214K	Hold	896	–	–	0.12%	129
2024 Q1	$224K	Hold	896	–	–	0.12%	129
2023 Q4	$209K	Hold	896	–	–	0.13%	126
2023 Q3	$216K	Buy	+896	New	+$218K	0.14%	122
2023 Q1	–	Sell	-885	Closed	-$211K	–	128
2022 Q4	$211K	Hold	885	–	–	0.14%	125
2022 Q3	$200K	Buy	+885	New	+$209K	0.15%	123
2022 Q2	–	Sell	-885	Closed	-$201K	–	129
2022 Q1	$201K	Hold	885	–	–	0.12%	140
2021 Q4	$218K	Buy	+885	New	+$200K	0.13%	136

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

Beaton Management Company's ADP Position: Q1 2026 in Review

Beaton Management Company sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 896 shares — an estimated $230K sold.

Beaton Management Company first reported a position in ADP in Q4 2021 and held it in 14 quarters. The position peaked at $276K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Beaton Management Company reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
Beaton Management Company sold 896 Automatic Data Processing shares in Q1 2026, an estimated $230K.
Beaton Management Company first reported a position in Automatic Data Processing in Q4 2021 and held it in 14 quarters.
Beaton Management Company's Automatic Data Processing position peaked at $276K in Q2 2025.
2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.