Evercore Wealth Management’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.1M | Sell |
54,432
-571
| -1% | -$131K | 0.17% | 67 |
|
|
2025
Q4 | $14.1M | Sell |
55,003
-75
| -0.1% | -$20K | 0.21% | 58 |
|
|
2025
Q3 | $16.2M | Sell |
55,078
-882
| -2% | -$265K | 0.24% | 58 |
|
|
2025
Q2 | $17.3M | Sell |
55,960
-3,215
| -5% | -$987K | 0.27% | 52 |
|
|
2025
Q1 | $18.1M | Sell |
59,175
-1,152
| -2% | -$347K | 0.29% | 52 |
|
|
2024
Q4 | $17.7M | Sell |
60,327
-608
| -1% | -$180K | 0.26% | 53 |
|
|
2024
Q3 | $16.9M | Sell |
60,935
-230
| -0.4% | -$60.1K | 0.25% | 52 |
|
|
2024
Q2 | $14.6M | Sell |
61,165
-272
| -0.4% | -$66.8K | 0.23% | 54 |
|
|
2024
Q1 | $15.3M | Sell |
61,437
-566
| -0.9% | -$138K | 0.24% | 53 |
|
|
2023
Q4 | $14.4M | Sell |
62,003
-1,501
| -2% | -$350K | 0.24% | 54 |
|
|
2023
Q3 | $15.3M | Sell |
63,504
-5,347
| -8% | -$1.3M | 0.29% | 51 |
|
|
2023
Q2 | $15.1M | Buy |
68,851
+3,426
| +5% | +$739K | 0.28% | 51 |
|
|
2023
Q1 | $14.6M | Sell |
65,425
-1,821
| -3% | -$411K | 0.29% | 54 |
|
|
2022
Q4 | $16.1M | Sell |
67,246
-1,421
| -2% | -$349K | 0.34% | 50 |
|
|
2022
Q3 | $15.5M | Sell |
68,667
-658
| -0.9% | -$155K | 0.35% | 51 |
|
|
2022
Q2 | $14.6M | Sell |
69,325
-4,905
| -7% | -$1.07M | 0.31% | 56 |
|
|
2022
Q1 | $16.9M | Sell |
74,230
-677
| -0.9% | -$145K | 0.3% | 55 |
|
|
2021
Q4 | $18.5M | Sell |
74,907
-80
| -0.1% | -$18.1K | 0.3% | 54 |
|
|
2021
Q3 | $15M | Buy |
74,987
+973
| +1% | +$200K | 0.27% | 56 |
|
|
2021
Q2 | $14.7M | Hold |
74,014
| – | – | 0.27% | 55 |
|
|
2021
Q1 | $13.9M | Sell |
74,014
-1,871
| -2% | -$325K | 0.28% | 56 |
|
|
2020
Q4 | $13.4M | Buy |
75,885
+1,578
| +2% | +$259K | 0.29% | 53 |
|
|
2020
Q3 | $10.4M | Sell |
74,307
-385
| -0.5% | -$54K | 0.25% | 58 |
|
|
2020
Q2 | $11.1M | Buy |
74,692
+7,640
| +11% | +$1.09M | 0.3% | 55 |
|
|
2020
Q1 | $9.16M | Buy |
67,052
+558
| +0.8% | +$89.9K | 0.3% | 55 |
|
|
2019
Q4 | $11.3M | Sell |
66,494
-160
| -0.2% | -$26.5K | 0.31% | 56 |
|
|
2019
Q3 | $10.8M | Buy |
66,654
+492
| +0.7% | +$81.3K | 0.32% | 59 |
|
|
2019
Q2 | $10.9M | Buy |
66,162
+4,973
| +8% | +$808K | 0.33% | 57 |
|
|
2019
Q1 | $9.77M | Buy |
61,189
+2,277
| +4% | +$331K | 0.31% | 61 |
|
|
2018
Q4 | $7.72M | Sell |
58,912
-729
| -1% | -$103K | 0.29% | 67 |
|
|
2018
Q3 | $8.99M | Sell |
59,641
-6,053
| -9% | -$856K | 0.29% | 66 |
|
|
2018
Q2 | $8.81M | Buy |
65,694
+1,487
| +2% | +$188K | 0.3% | 64 |
|
|
2018
Q1 | $7.29M | Sell |
64,207
-2,966
| -4% | -$346K | 0.28% | 66 |
|
|
2017
Q4 | $7.87M | Sell |
67,173
-211
| -0.3% | -$24.1K | 0.29% | 64 |
|
|
2017
Q3 | $7.37M | Sell |
67,384
-55,748
| -45% | -$5.97M | 0.29% | 67 |
|
|
2017
Q2 | $12.6M | Sell |
123,132
-1,796
| -1% | -$182K | 0.49% | 50 |
|
|
2017
Q1 | $12.8M | Sell |
124,928
-2,481
| -2% | -$253K | 0.5% | 48 |
|
|
2016
Q4 | $13.1M | Sell |
127,409
-1,263
| -1% | -$118K | 0.54% | 46 |
|
|
2016
Q3 | $11.3M | Buy |
128,672
+690
| +0.5% | +$62.5K | 0.47% | 55 |
|
|
2016
Q2 | $11.8M | Sell |
127,982
-445
| -0.3% | -$39.3K | 0.52% | 54 |
|
|
2016
Q1 | $11.5M | Buy |
128,427
+230
| +0.2% | +$19.3K | 0.51% | 52 |
|
|
2015
Q4 | $10.9M | Sell |
128,197
-6,193
| -5% | -$533K | 0.5% | 56 |
|
|
2015
Q3 | $10.8M | Sell |
134,390
-1,467
| -1% | -$117K | 0.52% | 55 |
|
|
2015
Q2 | $10.9M | Buy |
135,857
+2,493
| +2% | +$213K | 0.49% | 58 |
|
|
2015
Q1 | $11.4M | Buy |
133,364
+4
| +0% | +$344 | 0.52% | 56 |
|
|
2014
Q4 | $11.1M | Sell |
133,360
-16,864
| -11% | -$1.37M | 0.55% | 54 |
|
|
2014
Q3 | $11M | Sell |
150,224
-1,993
| -1% | -$144K | 0.55% | 55 |
|
|
2014
Q2 | $10.6M | Buy |
152,217
+5,250
| +4% | +$358K | 0.55% | 55 |
|
|
2014
Q1 | $9.96M | Sell |
146,967
-14,930
| -9% | -$1.02M | 0.56% | 59 |
|
|
2013
Q4 | $11.5M | Buy |
161,897
+2,032
| +1% | +$137K | 0.63% | 55 |
|
|
2013
Q3 | $10.2M | Buy |
159,865
+1,717
| +1% | +$109K | 0.58% | 55 |
|
|
2013
Q2 | $9.56M | Buy |
+158,148
| New | +$9.44M | 0.54% | 59 |
|
Other funds holding ADP
VCM
VPM
Evercore Wealth Management's ADP Position: Q1 2026 in Review
Evercore Wealth Management reduced its Automatic Data Processing (ADP) stake by 1% in Q1 2026, selling an estimated $131K and leaving 54,432 shares worth $11.1M. The position accounts for 0.17% of the portfolio, ranked #67.
Evercore Wealth Management first reported a position in ADP in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.5M in Q4 2021. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.
- Evercore Wealth Management held 54,432 shares of Automatic Data Processing worth $11.1M as of Q1 2026.
- Evercore Wealth Management sold 571 Automatic Data Processing shares in Q1 2026, an estimated $131K.
- Automatic Data Processing made up 0.17% of Evercore Wealth Management's portfolio in Q1 2026, its #67 holding.
- Evercore Wealth Management first reported a position in Automatic Data Processing in Q2 2013 and has held it in 52 quarters since.
- Evercore Wealth Management's Automatic Data Processing position peaked at $18.5M in Q4 2021.
- 2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.