Creative Planning
ADP icon

Creative Planning’s Automatic Data Processing ADP Stock Holding History

Creative Planning’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
2014
Q4 		– Sell
-2,278
Closed -$9K – 4127
2014
Q3 		$9K Hold
2,278
– – ﹤0.01% 2983
2014
Q2 		$5K Hold
2,278
– – ﹤0.01% 3191
2014
Q1 		$6K Buy
+2,278
New +$155K ﹤0.01% 2978

Other funds holding ADP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's ADP Position: Q1 2026 in Review

Creative Planning reduced its Automatic Data Processing (ADP) stake by 7.4% in Q1 2026, selling an estimated $2.21M and leaving 119,911 shares worth $24.4M. The position accounts for 0.02% of the portfolio, ranked #367.

Creative Planning first reported a position in ADP in Q2 2013 and has held it in 52 quarters since. The position peaked at $43.4M in Q2 2025. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Creative Planning held 119,911 shares of Automatic Data Processing worth $24.4M as of Q1 2026.
  • Creative Planning sold 9,647 Automatic Data Processing shares in Q1 2026, an estimated $2.21M.
  • Automatic Data Processing made up 0.02% of Creative Planning's portfolio in Q1 2026, its #367 holding.
  • Creative Planning first reported a position in Automatic Data Processing in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Automatic Data Processing position peaked at $43.4M in Q2 2025.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.