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Estate Planners Group’s Automatic Data Processing ADP Stock Holding History

Estate Planners Group’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
-202
Closed -$52K – 84
2025
Q4 		$52K Buy
+202
New +$53.8K 0.02% 139

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Estate Planners Group's ADP Position: Q1 2026 in Review

Estate Planners Group sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 202 shares — an estimated $52K sold.

Estate Planners Group first reported a position in ADP in Q4 2025 and held it in 1 quarter. The position peaked at $52K in Q4 2025. 2,283 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Estate Planners Group reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 202 Automatic Data Processing shares in Q1 2026, an estimated $52K.
  • Estate Planners Group first reported a position in Automatic Data Processing in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Automatic Data Processing position peaked at $52K in Q4 2025.
  • 2,283 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.