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Diversify Wealth Management’s Automatic Data Processing ADP Stock Holding History

Diversify 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 		$7.53M Buy
34,994
+18,398
+111% +$4.22M 0.13% 166
2025
Q4 		$4.27M Sell
16,596
-321
-2% -$85.5K 0.2% 136
2025
Q3 		$4.35M Buy
16,917
+1,049
+7% +$316K 0.25% 115
2025
Q2 		$4.75M Buy
15,868
+1,588
+11% +$488K 0.29% 94
2025
Q1 		$4.22M Buy
14,280
+2,998
+27% +$904K 0.31% 88
2024
Q4 		$3.24M Buy
11,282
+5,712
+103% +$1.69M 0.25% 112
2024
Q3 		$1.62M Buy
5,570
+869
+18% +$227K 0.16% 153
2024
Q2 		$1.21M Buy
+4,701
New +$1.15M 0.15% 143

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

Diversify Wealth Management's ADP Position: Q1 2026 in Review

Diversify Wealth Management increased its Automatic Data Processing (ADP) stake by 111% in Q1 2026, buying an estimated $4.22M and bringing the position to 34,994 shares worth $7.53M. The position accounts for 0.13% of the portfolio, ranked #166.

Diversify Wealth Management first reported a position in ADP in Q2 2024 and has held it in 8 quarters since. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Diversify Wealth Management held 34,994 shares of Automatic Data Processing worth $7.53M as of Q1 2026.
  • Diversify Wealth Management bought 18,398 Automatic Data Processing shares in Q1 2026, an estimated $4.22M.
  • Automatic Data Processing made up 0.13% of Diversify Wealth Management's portfolio in Q1 2026, its #166 holding.
  • Diversify Wealth Management first reported a position in Automatic Data Processing in Q2 2024 and has held it in 8 quarters since.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.