Cherry Tree Wealth Management’s Automatic Data Processing ADP Stock Holding History

Cherry Tree Wealth Management’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	$92.2K	Hold	454	–	–	0.02%	216
2025 Q4	$117K	Sell	454 -5	-1%	-$1.33K	0.02%	207
2025 Q3	$135K	Hold	459	–	–	0.03%	194
2025 Q2	$142K	Sell	459 -13	-3%	-$3.99K	0.03%	185
2025 Q1	$144K	Buy	472 +13	+3%	+$3.92K	0.03%	180
2024 Q4	$134K	Hold	459	–	–	0.03%	183
2024 Q3	$127K	Hold	459	–	–	0.03%	194
2024 Q2	$110K	Hold	459	–	–	0.03%	196
2024 Q1	$115K	Sell	459 -7	-2%	-$1.71K	0.03%	191
2023 Q4	$109K	Hold	466	–	–	0.03%	189
2023 Q3	$112K	Hold	466	–	–	0.03%	174
2023 Q2	$102K	Buy	+466	New	+$100K	0.03%	188

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cherry Tree Wealth Management's ADP Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Automatic Data Processing (ADP) position steady in Q1 2026 at 454 shares worth $92.2K. The position accounts for 0.02% of the portfolio, ranked #216.

Cherry Tree Wealth Management first reported a position in ADP in Q2 2023 and has held it in 12 quarters since. The position peaked at $144K in Q1 2025. 2,279 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Cherry Tree Wealth Management held 454 shares of Automatic Data Processing worth $92.2K as of Q1 2026.
Cherry Tree Wealth Management left its Automatic Data Processing share count unchanged in Q1 2026.
Automatic Data Processing made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #216 holding.
Cherry Tree Wealth Management first reported a position in Automatic Data Processing in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Automatic Data Processing position peaked at $144K in Q1 2025.
2,279 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.