Carl Stuart Investment Advisor’s Automatic Data Processing ADP Stock Holding History

Carl Stuart Investment Advisor’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	$298K	Hold	1,468	–	–	0.13%	20
2025 Q4	$378K	Hold	1,468	–	–	0.34%	11
2025 Q3	$431K	Hold	1,468	–	–	0.4%	10
2025 Q2	$453K	Hold	1,468	–	–	0.23%	9
2025 Q1	$449K	Hold	1,468	–	–	0.25%	9
2024 Q4	$430K	Hold	1,468	–	–	0.23%	12
2024 Q3	$406K	Hold	1,468	–	–	0.23%	9
2024 Q2	$350K	Hold	1,468	–	–	0.22%	9
2024 Q1	$367K	Sell	1,468 -290	-16%	-$70.9K	0.24%	9
2023 Q4	$410K	Hold	1,758	–	–	0.28%	18
2023 Q3	$421K	Hold	1,758	–	–	0.34%	12
2023 Q2	$386K	Buy	+1,758	New	+$379K	0.3%	12
2023 Q1	–	Sell	-2,268	Closed	-$542K	–	40
2022 Q4	$542K	Hold	2,268	–	–	0.5%	11
2022 Q3	$542K	Hold	2,268	–	–	0.48%	11
2022 Q2	$491K	Hold	2,268	–	–	0.43%	11
2022 Q1	$5.16M	Hold	2,268	–	–	0.38%	11
2021 Q4	$559K	Buy	+2,268	New	+$513K	0.41%	11

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

Carl Stuart Investment Advisor's ADP Position: Q1 2026 in Review

Carl Stuart Investment Advisor held its Automatic Data Processing (ADP) position steady in Q1 2026 at 1,468 shares worth $298K. The position accounts for 0.13% of the portfolio, ranked #20.

Carl Stuart Investment Advisor first reported a position in ADP in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.16M in Q1 2022. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Carl Stuart Investment Advisor held 1,468 shares of Automatic Data Processing worth $298K as of Q1 2026.
Carl Stuart Investment Advisor left its Automatic Data Processing share count unchanged in Q1 2026.
Automatic Data Processing made up 0.13% of Carl Stuart Investment Advisor's portfolio in Q1 2026, its #20 holding.
Carl Stuart Investment Advisor first reported a position in Automatic Data Processing in Q4 2021 and has held it in 17 quarters since.
Carl Stuart Investment Advisor's Automatic Data Processing position peaked at $5.16M in Q1 2022.
2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.