DWM
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Dynasty Wealth Management’s Automatic Data Processing ADP Stock Holding History

Dynasty 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 		– Sell
-5,053
Closed -$1.3M – 335
2025
Q4 		$1.3M Sell
5,053
-569
-10% -$151K 0.01% 166
2025
Q3 		$1.65M Sell
5,622
-852
-13% -$256K 0.02% 132
2025
Q2 		$2M Sell
6,474
-181
-3% -$55.6K 0.03% 83
2025
Q1 		$2.03M Sell
6,655
-586
-8% -$177K 0.03% 89
2024
Q4 		$2.12M Buy
7,241
+218
+3% +$64.4K 0.04% 88
2024
Q3 		$1.94M Sell
7,023
-92
-1% -$24.1K 0.06% 71
2024
Q2 		$1.7M Buy
7,115
+50
+0.7% +$12.3K 0.05% 87
2024
Q1 		$1.76M Buy
+7,065
New +$1.73M 0.06% 76

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

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

Dynasty Wealth Management sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 5,053 shares — an estimated $1.3M sold.

Dynasty Wealth Management first reported a position in ADP in Q1 2024 and held it in 8 quarters. The position peaked at $2.12M in Q4 2024. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 5,053 Automatic Data Processing shares in Q1 2026, an estimated $1.3M.
  • Dynasty Wealth Management first reported a position in Automatic Data Processing in Q1 2024 and held it in 8 quarters.
  • Dynasty Wealth Management's Automatic Data Processing position peaked at $2.12M in Q4 2024.
  • 2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.