Eads & Heald Wealth Management’s Automatic Data Processing ADP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.67M Buy
8,210
+611
+8% +$140K 0.83% 50
2025
Q4
$1.95M Sell
7,599
-24
-0.3% -$6.39K 0.95% 41
2025
Q3
$2.24M Sell
7,623
-98
-1% -$29.5K 1.07% 29
2025
Q2
$2.38M Sell
7,721
-166
-2% -$51K 1.18% 23
2025
Q1
$2.41M Sell
7,887
-222
-3% -$67K 1.22% 23
2024
Q4
$2.37M Sell
8,109
-277
-3% -$81.9K 1.17% 26
2024
Q3
$2.32M Sell
8,386
-521
-6% -$136K 1.1% 32
2024
Q2
$2.13M Sell
8,907
-303
-3% -$74.4K 1.03% 37
2024
Q1
$2.3M Sell
9,210
-595
-6% -$145K 1.07% 31
2023
Q4
$2.28M Sell
9,805
-60
-0.6% -$14K 1.1% 34
2023
Q3
$2.37M Sell
9,865
-473
-5% -$115K 1.24% 26
2023
Q2
$2.27M Sell
10,338
-212
-2% -$45.7K 1.12% 31
2023
Q1
$2.35M Buy
10,550
+42
+0.4% +$9.47K 1.16% 30
2022
Q4
$2.51M Sell
10,508
-230
-2% -$56.5K 1.28% 23
2022
Q3
$2.43M Sell
10,738
-807
-7% -$190K 1.38% 9
2022
Q2
$2.42M Sell
11,545
-266
-2% -$58.3K 1.31% 12
2022
Q1
$2.69M Sell
11,811
-101
-0.8% -$21.6K 1.25% 21
2021
Q4
$2.94M Sell
11,912
-100
-0.8% -$22.6K 1.28% 17
2021
Q3
$2.4M Buy
12,012
+36
+0.3% +$7.42K 1.16% 27
2021
Q2
$2.38M Sell
11,976
-90
-0.7% -$17.5K 1.16% 28
2021
Q1
$2.27M Buy
12,066
+23
+0.2% +$3.99K 1.17% 28
2020
Q4
$2.12M Sell
12,043
-162
-1% -$26.6K 1.14% 33
2020
Q3
$1.7M Sell
12,205
-1,050
-8% -$147K 1.02% 43
2020
Q2
$1.97M Sell
13,255
-350
-3% -$50.1K 1.2% 30
2020
Q1
$1.86M Sell
13,605
-472
-3% -$76.1K 1.31% 23
2019
Q4
$2.4M Buy
14,077
+39
+0.3% +$6.46K 1.27% 22
2019
Q3
$2.27M Buy
14,038
+289
+2% +$47.7K 1.27% 27
2019
Q2
$2.27M Sell
13,749
-443
-3% -$72K 1.29% 23
2019
Q1
$2.27M Sell
14,192
-195
-1% -$28.3K 1.31% 17
2018
Q4
$1.89M Sell
14,387
-289
-2% -$40.8K 1.26% 28
2018
Q3
$2.21M Sell
14,676
-735
-5% -$104K 1.27% 24
2018
Q2
$2.07M Sell
15,411
-339
-2% -$43K 1.27% 22
2018
Q1
$1.79M Sell
15,750
-1,005
-6% -$117K 1.13% 37
2017
Q4
$1.96M Sell
16,755
-88
-0.5% -$10.1K 1.16% 33
2017
Q3
$1.84M Sell
16,843
-42
-0.2% -$4.5K 1.14% 34
2017
Q2
$1.73M Sell
16,885
-580
-3% -$58.7K 1.11% 37
2017
Q1
$1.79M Sell
17,465
-707
-4% -$72.1K 1.15% 33
2016
Q4
$1.87M Sell
18,172
-530
-3% -$49.5K 1.27% 18
2016
Q3
$1.65M Sell
18,702
-255
-1% -$23.1K 1.14% 35
2016
Q2
$1.74M Sell
18,957
-264
-1% -$23.3K 1.2% 30
2016
Q1
$1.72M Sell
19,221
-790
-4% -$66.2K 1.19% 31
2015
Q4
$1.7M Sell
20,011
-208
-1% -$17.9K 1.17% 29
2015
Q3
$1.63M Buy
20,219
+660
+3% +$52.9K 1.16% 31
2015
Q2
$1.57M Sell
19,559
-71
-0.4% -$6.05K 1.03% 42
2015
Q1
$1.68M Sell
19,630
-1,262
-6% -$109K 1.08% 37
2014
Q4
$1.74M Sell
20,892
-3,437
-14% -$279K 1.11% 37
2014
Q3
$1.77M Sell
24,329
-1,655
-6% -$120K 1.2% 34
2014
Q2
$1.81M Sell
25,984
-609
-2% -$41.6K 1.2% 38
2014
Q1
$1.8M Sell
26,593
-900
-3% -$61.3K 1.19% 38
2013
Q4
$1.95M Sell
27,493
-1,025
-4% -$68.9K 1.29% 35
2013
Q3
$1.81M Sell
28,518
-3,699
-11% -$235K 1.29% 32
2013
Q2
$1.95M Buy
+32,217
New +$1.92M 1.38% 25

Other funds holding ADP

Eads & Heald Wealth Management's ADP Position: Q1 2026 in Review

Eads & Heald Wealth Management increased its Automatic Data Processing (ADP) stake by 8% in Q1 2026, buying an estimated $140K and bringing the position to 8,210 shares worth $1.67M. The position accounts for 0.83% of the portfolio, ranked #50.

Eads & Heald Wealth Management first reported a position in ADP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.94M in Q4 2021. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Eads & Heald Wealth Management held 8,210 shares of Automatic Data Processing worth $1.67M as of Q1 2026.
  • Eads & Heald Wealth Management bought 611 Automatic Data Processing shares in Q1 2026, an estimated $140K.
  • Automatic Data Processing made up 0.83% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Eads & Heald Wealth Management first reported a position in Automatic Data Processing in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's Automatic Data Processing position peaked at $2.94M in Q4 2021.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.