Concurrent Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Concurrent Investment Advisors’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	$8.84M	Sell	43,501 -3,116	-7%	-$714K	0.1%	231
2025 Q4	$12M	Buy	46,617 +9,375	+25%	+$2.5M	0.14%	161
2025 Q3	$10.9M	Sell	37,242 -671	-2%	-$202K	0.19%	115
2025 Q2	$11.7M	Buy	37,913 +1,238	+3%	+$380K	0.23%	98
2025 Q1	$11.2M	Buy	36,675 +6,072	+20%	+$1.83M	0.27%	85
2024 Q4	$8.96M	Buy	30,603 +1,090	+4%	+$322K	0.24%	90
2024 Q3	$8.17M	Sell	29,513 -127	-0.4%	-$33.2K	0.24%	93
2024 Q2	$7.07M	Buy	29,640 +2,571	+9%	+$631K	0.23%	98
2024 Q1	$6.76M	Buy	27,069 +1,944	+8%	+$475K	0.27%	87
2023 Q4	$5.85M	Buy	+25,125	New	+$5.85M	0.28%	81

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

Concurrent Investment Advisors's ADP Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Automatic Data Processing (ADP) stake by 6.7% in Q1 2026, selling an estimated $714K and leaving 43,501 shares worth $8.84M. The position accounts for 0.1% of the portfolio, ranked #231.

Concurrent Investment Advisors first reported a position in ADP in Q4 2023 and has held it in 10 quarters since. The position peaked at $12M in Q4 2025. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Concurrent Investment Advisors held 43,501 shares of Automatic Data Processing worth $8.84M as of Q1 2026.
Concurrent Investment Advisors sold 3,116 Automatic Data Processing shares in Q1 2026, an estimated $714K.
Automatic Data Processing made up 0.1% of Concurrent Investment Advisors's portfolio in Q1 2026, its #231 holding.
Concurrent Investment Advisors first reported a position in Automatic Data Processing in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Automatic Data Processing position peaked at $12M in Q4 2025.
2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.