Essex Investment Management’s Automatic Data Processing ADP Stock Holding History

Essex Investment 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	$138K	Sell	681 -7	-1%	-$1.6K	0.02%	219
2025 Q4	$177K	Sell	688 -13	-2%	-$3.46K	0.03%	212
2025 Q3	$206K	Hold	701	–	–	0.03%	204
2025 Q2	$216K	Sell	701 -14	-2%	-$4.3K	0.04%	193
2025 Q1	$218K	Buy	715 +3	+0.4%	+$905	0.05%	180
2024 Q4	$208K	Hold	712	–	–	0.04%	185
2024 Q3	$197K	Hold	712	–	–	0.03%	190
2024 Q2	$170K	Buy	712 +7	+1%	+$1.72K	0.03%	197
2024 Q1	$176K	Hold	705	–	–	0.03%	206
2023 Q4	$164K	Hold	705	–	–	0.03%	222
2023 Q3	$170K	Sell	705 -331	-32%	-$80.7K	0.03%	270
2023 Q2	$228K	Hold	1,036	–	–	0.03%	271
2023 Q1	$231K	Sell	1,036 -39	-4%	-$8.8K	0.03%	270
2022 Q4	$257K	Hold	1,075	–	–	0.04%	269
2022 Q3	$243K	Sell	1,075 -19	-2%	-$4.48K	0.04%	268
2022 Q2	$230K	Sell	1,094 -30	-3%	-$6.57K	0.04%	277
2022 Q1	$256K	Hold	1,124	–	–	0.03%	292
2021 Q4	$277K	Hold	1,124	–	–	0.03%	297
2021 Q3	$225K	Hold	1,124	–	–	0.03%	313
2021 Q2	$223K	Hold	1,124	–	–	0.03%	324
2021 Q1	$212K	Hold	1,124	–	–	0.03%	337
2020 Q4	$198K	Hold	1,124	–	–	0.02%	352
2020 Q3	$157K	Hold	1,124	–	–	0.02%	361
2020 Q2	$167K	Hold	1,124	–	–	0.03%	320
2020 Q1	$154K	Sell	1,124 -1,000	-47%	-$161K	0.03%	301
2019 Q4	$362K	Hold	2,124	–	–	0.04%	340
2019 Q3	$343K	Hold	2,124	–	–	0.05%	319
2019 Q2	$351K	Hold	2,124	–	–	0.05%	327
2019 Q1	$339K	Hold	2,124	–	–	0.05%	291
2018 Q4	$278K	Hold	2,124	–	–	0.04%	297
2018 Q3	$320K	Hold	2,124	–	–	0.04%	344
2018 Q2	$285K	Hold	2,124	–	–	0.04%	342
2018 Q1	$241K	Hold	2,124	–	–	0.03%	330
2017 Q4	$249K	Hold	2,124	–	–	0.03%	331
2017 Q3	$232K	Hold	2,124	–	–	0.03%	334
2017 Q2	$218K	Sell	2,124 -128	-6%	-$13K	0.03%	299
2017 Q1	$231K	Hold	2,252	–	–	0.04%	311
2016 Q4	$231K	Buy	+2,252	New	+$210K	0.04%	306
2016 Q3	–	Sell	-2,252	Closed	-$207K	–	333
2016 Q2	$207K	Sell	2,252 -65	-3%	-$5.74K	0.03%	301
2016 Q1	$208K	Sell	2,317 -925	-29%	-$77.5K	0.04%	299
2015 Q4	$275K	Hold	3,242	–	–	0.04%	275
2015 Q3	$261K	Hold	3,242	–	–	0.04%	279
2015 Q2	$260K	Hold	3,242	–	–	0.04%	282
2015 Q1	$278K	Sell	3,242 -92	-3%	-$7.92K	0.04%	284
2014 Q4	$278K	Sell	3,334 -463	-12%	-$37.5K	0.04%	287
2014 Q3	$277K	Sell	3,797 -24,434	-87%	-$1.76M	0.04%	297
2014 Q2	$1.97M	Sell	28,231 -8,574	-23%	-$585K	0.29%	110
2014 Q1	$2.5M	Sell	36,805 -3,952	-10%	-$269K	0.36%	77
2013 Q4	$2.89M	Buy	40,757 +36,904	+958%	+$2.48M	0.41%	66
2013 Q3	$245K	Sell	3,853 -2,431	-39%	-$154K	0.04%	319
2013 Q2	$380K	Buy	+6,284	New	+$375K	0.07%	245

Other funds holding ADP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essex Investment Management's ADP Position: Q1 2026 in Review

Essex Investment Management reduced its Automatic Data Processing (ADP) stake by 1% in Q1 2026, selling an estimated $1.6K and leaving 681 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #219.

Essex Investment Management first reported a position in ADP in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.89M in Q4 2013. 2,271 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Essex Investment Management held 681 shares of Automatic Data Processing worth $138K as of Q1 2026.
Essex Investment Management sold 7 Automatic Data Processing shares in Q1 2026, an estimated $1.6K.
Automatic Data Processing made up 0.02% of Essex Investment Management's portfolio in Q1 2026, its #219 holding.
Essex Investment Management first reported a position in Automatic Data Processing in Q2 2013 and has held it in 51 quarters since.
Essex Investment Management's Automatic Data Processing position peaked at $2.89M in Q4 2013.
2,271 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.