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Beverly Hills Private Wealth’s Automatic Data Processing ADP Stock Holding History

Beverly Hills Private 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 		– Sell
-963
Closed -$248K – 350
2025
Q4 		$248K Sell
963
-13
-1% -$3.46K 0.04% 282
2025
Q3 		$287K Buy
976
+62
+7% +$18.7K 0.05% 277
2025
Q2 		$282K Buy
914
+1
+0.1% +$307 0.05% 275
2025
Q1 		$279K Sell
913
-56
-6% -$16.9K 0.06% 281
2024
Q4 		$284K Buy
969
+110
+13% +$32.5K 0.06% 265
2024
Q3 		$238K Buy
+859
New +$225K 0.05% 303

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beverly Hills Private Wealth's ADP Position: Q1 2026 in Review

Beverly Hills Private Wealth sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 963 shares — an estimated $248K sold.

Beverly Hills Private Wealth first reported a position in ADP in Q3 2024 and held it in 6 quarters. The position peaked at $287K in Q3 2025. 2,283 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Beverly Hills Private Wealth reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 963 Automatic Data Processing shares in Q1 2026, an estimated $248K.
  • Beverly Hills Private Wealth first reported a position in Automatic Data Processing in Q3 2024 and held it in 6 quarters.
  • Beverly Hills Private Wealth's Automatic Data Processing position peaked at $287K in Q3 2025.
  • 2,283 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.