Charter Research & Investment Group’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $672K | Hold |
3,308
| – | – | 0.45% | 49 |
|
|
2025
Q4 | $851K | Hold |
3,308
| – | – | 0.57% | 44 |
|
|
2025
Q3 | $971K | Hold |
3,308
| – | – | 0.67% | 39 |
|
|
2025
Q2 | $1.02M | Hold |
3,308
| – | – | 0.76% | 37 |
|
|
2025
Q1 | $1.01M | Hold |
3,308
| – | – | 0.77% | 37 |
|
|
2024
Q4 | $968K | Hold |
3,308
| – | – | 0.74% | 35 |
|
|
2024
Q3 | $915K | Sell |
3,308
-140
| -4% | -$36.6K | 0.68% | 38 |
|
|
2024
Q2 | $823K | Hold |
3,448
| – | – | 0.65% | 38 |
|
|
2024
Q1 | $861K | Hold |
3,448
| – | – | 0.68% | 38 |
|
|
2023
Q4 | $803K | Hold |
3,448
| – | – | 0.67% | 39 |
|
|
2023
Q3 | $830K | Hold |
3,448
| – | – | 0.75% | 37 |
|
|
2023
Q2 | $758K | Hold |
3,448
| – | – | 0.63% | 40 |
|
|
2023
Q1 | $768K | Buy |
3,448
+700
| +25% | +$158K | 0.67% | 39 |
|
|
2022
Q4 | $656K | Hold |
2,748
| – | – | 0.63% | 39 |
|
|
2022
Q3 | $622K | Hold |
2,748
| – | – | 0.63% | 41 |
|
|
2022
Q2 | $577K | Hold |
2,748
| – | – | 0.52% | 46 |
|
|
2022
Q1 | $625K | Hold |
2,748
| – | – | 0.51% | 47 |
|
|
2021
Q4 | $678K | Sell |
2,748
-35
| -1% | -$7.92K | 0.53% | 45 |
|
|
2021
Q3 | $556K | Hold |
2,783
| – | – | 0.46% | 48 |
|
|
2021
Q2 | $553K | Hold |
2,783
| – | – | 0.46% | 51 |
|
|
2021
Q1 | $525K | Hold |
2,783
| – | – | 0.46% | 51 |
|
|
2020
Q4 | $490K | Hold |
2,783
| – | – | 0.47% | 51 |
|
|
2020
Q3 | $388K | Hold |
2,783
| – | – | 0.42% | 56 |
|
|
2020
Q2 | $414K | Hold |
2,783
| – | – | 0.48% | 50 |
|
|
2020
Q1 | $380K | Hold |
2,783
| – | – | 0.5% | 48 |
|
|
2019
Q4 | $475K | Sell |
2,783
-240
| -8% | -$39.7K | 0.48% | 51 |
|
|
2019
Q3 | $488K | Hold |
3,023
| – | – | 0.53% | 51 |
|
|
2019
Q2 | $500K | Sell |
3,023
-30
| -1% | -$4.88K | 0.56% | 48 |
|
|
2019
Q1 | $488K | Hold |
3,053
| – | – | 0.54% | 48 |
|
|
2018
Q4 | $400K | Hold |
3,053
| – | – | 0.51% | 53 |
|
|
2018
Q3 | $460K | Sell |
3,053
-70
| -2% | -$9.9K | 0.5% | 48 |
|
|
2018
Q2 | $419K | Hold |
3,123
| – | – | 0.48% | 51 |
|
|
2018
Q1 | $354K | Buy |
3,123
+785
| +34% | +$91.5K | 0.42% | 54 |
|
|
2017
Q4 | $274K | Buy |
+2,338
| New | +$267K | 0.31% | 62 |
|
|
2016
Q3 | $206K | Hold |
2,338
| – | – | 0.24% | 70 |
|
|
2016
Q2 | $215K | Hold |
2,338
| – | – | 0.25% | 69 |
|
|
2016
Q1 | $210K | Buy |
+2,338
| New | +$196K | 0.24% | 68 |
|
Other funds holding ADP
VCM
VPM
Charter Research & Investment Group's ADP Position: Q1 2026 in Review
Charter Research & Investment Group held its Automatic Data Processing (ADP) position steady in Q1 2026 at 3,308 shares worth $672K. The position accounts for 0.45% of the portfolio, ranked #49.
Charter Research & Investment Group first reported a position in ADP in Q1 2016 and has held it in 37 quarters since. The position peaked at $1.02M in Q2 2025. 2,270 funds tracked by Wall St. Rank hold ADP as of Q1 2026.
- Charter Research & Investment Group held 3,308 shares of Automatic Data Processing worth $672K as of Q1 2026.
- Charter Research & Investment Group left its Automatic Data Processing share count unchanged in Q1 2026.
- Automatic Data Processing made up 0.45% of Charter Research & Investment Group's portfolio in Q1 2026, its #49 holding.
- Charter Research & Investment Group first reported a position in Automatic Data Processing in Q1 2016 and has held it in 37 quarters since.
- Charter Research & Investment Group's Automatic Data Processing position peaked at $1.02M in Q2 2025.
- 2,270 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.
Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.