EPIMS
ADP icon

Evelyn Partners Investment Management Services’s Automatic Data Processing ADP Stock Holding History

Evelyn Partners Investment Management Services’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 		$11.9M Sell
58,379
-1,695
-3% -$389K 1.4% 20
2025
Q4 		$15.5M Buy
60,074
+2,591
+5% +$690K 1.94% 17
2025
Q3 		$16.9M Buy
57,483
+1,428
+3% +$430K 2.26% 15
2025
Q2 		$17.3M Buy
56,055
+1,586
+3% +$487K 2.6% 10
2025
Q1 		$16.6M Buy
54,469
+1,670
+3% +$504K 2.73% 8
2024
Q4 		$15.5M Buy
+52,799
New +$15.6M 2.69% 9

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

Evelyn Partners Investment Management Services reduced its Automatic Data Processing (ADP) stake by 2.8% in Q1 2026, selling an estimated $389K and leaving 58,379 shares worth $11.9M. The position accounts for 1.4% of the portfolio, ranked #20.

Evelyn Partners Investment Management Services first reported a position in ADP in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.3M in Q2 2025. 2,267 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Evelyn Partners Investment Management Services held 58,379 shares of Automatic Data Processing worth $11.9M as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 1,695 Automatic Data Processing shares in Q1 2026, an estimated $389K.
  • Automatic Data Processing made up 1.4% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #20 holding.
  • Evelyn Partners Investment Management Services first reported a position in Automatic Data Processing in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Automatic Data Processing position peaked at $17.3M in Q2 2025.
  • 2,267 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

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