EWM
ADP icon

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

Endowment 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 		$213K Buy
1,046
+45
+4% +$10.3K 0.09% 151
2025
Q4 		$257K Sell
1,001
-34
-3% -$9.05K 0.12% 124
2025
Q3 		$304K Sell
1,035
-11
-1% -$3.31K 0.14% 112
2025
Q2 		$323K Sell
1,046
-31
-3% -$9.52K 0.17% 105
2025
Q1 		$329K Buy
1,077
+11
+1% +$3.32K 0.21% 93
2024
Q4 		$312K Sell
1,066
-25
-2% -$7.39K 0.21% 96
2024
Q3 		$302K Sell
1,091
-27
-2% -$7.06K 0.2% 99
2024
Q2 		$267K Buy
1,118
+10
+0.9% +$2.46K 0.19% 103
2024
Q1 		$277K Buy
1,108
+1
+0.1% +$244 0.21% 100
2023
Q4 		$258K Sell
1,107
-11
-1% -$2.56K 0.21% 104
2023
Q3 		$269K Sell
1,118
-10
-0.9% -$2.44K 0.24% 104
2023
Q2 		$248K Buy
1,128
+81
+8% +$17.5K 0.23% 108
2023
Q1 		$233K Sell
1,047
-45
-4% -$10.2K 0.23% 109
2022
Q4 		$261K Sell
1,092
-71
-6% -$17.4K 0.29% 90
2022
Q3 		$263K Sell
1,163
-2
-0.2% -$472 0.32% 81
2022
Q2 		$245K Buy
1,165
+4
+0.3% +$877 0.3% 85
2022
Q1 		$264K Buy
1,161
+106
+10% +$22.7K 0.28% 83
2021
Q4 		$260K Buy
+1,055
New +$239K 0.26% 81

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

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

Endowment Wealth Management increased its Automatic Data Processing (ADP) stake by 4.5% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,046 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #151.

Endowment Wealth Management first reported a position in ADP in Q4 2021 and has held it in 18 quarters since. The position peaked at $329K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Endowment Wealth Management held 1,046 shares of Automatic Data Processing worth $213K as of Q1 2026.
  • Endowment Wealth Management bought 45 Automatic Data Processing shares in Q1 2026, an estimated $10.3K.
  • Automatic Data Processing made up 0.09% of Endowment Wealth Management's portfolio in Q1 2026, its #151 holding.
  • Endowment Wealth Management first reported a position in Automatic Data Processing in Q4 2021 and has held it in 18 quarters since.
  • Endowment Wealth Management's Automatic Data Processing position peaked at $329K in Q1 2025.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.