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

Evelyn Partners 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 		$1.19M Sell
5,844
-139
-2% -$31.9K 0.03% 121
2025
Q4 		$1.54M Buy
5,983
+109
+2% +$29K 0.04% 118
2025
Q3 		$1.72M Sell
5,874
-176
-3% -$53K 0.05% 111
2025
Q2 		$1.87M Hold
6,050
– – 0.06% 107
2025
Q1 		$1.85M Sell
6,050
-561
-8% -$169K 0.06% 104
2024
Q4 		$1.94M Buy
+6,611
New +$1.95M 0.06% 100

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's ADP Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Automatic Data Processing (ADP) stake by 2.3% in Q1 2026, selling an estimated $31.9K and leaving 5,844 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #121.

Evelyn Partners Investment Management first reported a position in ADP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q4 2024. 2,267 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Evelyn Partners Investment Management held 5,844 shares of Automatic Data Processing worth $1.19M as of Q1 2026.
  • Evelyn Partners Investment Management sold 139 Automatic Data Processing shares in Q1 2026, an estimated $31.9K.
  • Automatic Data Processing made up 0.03% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #121 holding.
  • Evelyn Partners Investment Management first reported a position in Automatic Data Processing in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Automatic Data Processing position peaked at $1.94M in Q4 2024.
  • 2,267 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

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