EPAM
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Evelyn Partners Asset Management’s Automatic Data Processing ADP Stock Holding History

Evelyn Partners Asset 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 		$7.37M Buy
36,278
+837
+2% +$192K 1.82% 19
2025
Q4 		$9.12M Sell
35,441
-3,224
-8% -$858K 2.14% 14
2025
Q3 		$11.4M Buy
38,665
+2,097
+6% +$631K 2.56% 9
2025
Q2 		$11.3M Buy
36,568
+145
+0.4% +$44.5K 2.86% 8
2025
Q1 		$11.1M Sell
36,423
-4,382
-11% -$1.32M 3.1% 7
2024
Q4 		$12M Buy
+40,805
New +$12.1M 3.22% 8

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

Evelyn Partners Asset Management's ADP Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Automatic Data Processing (ADP) stake by 2.4% in Q1 2026, buying an estimated $192K and bringing the position to 36,278 shares worth $7.37M. The position accounts for 1.82% of the portfolio, ranked #19.

Evelyn Partners Asset Management first reported a position in ADP in Q4 2024 and has held it in 6 quarters since. The position peaked at $12M in Q4 2024. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Evelyn Partners Asset Management held 36,278 shares of Automatic Data Processing worth $7.37M as of Q1 2026.
  • Evelyn Partners Asset Management bought 837 Automatic Data Processing shares in Q1 2026, an estimated $192K.
  • Automatic Data Processing made up 1.82% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #19 holding.
  • Evelyn Partners Asset Management first reported a position in Automatic Data Processing in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Automatic Data Processing position peaked at $12M in Q4 2024.
  • 2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.