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Evernest Financial Advisors’s Automatic Data Processing ADP Stock Holding History

Evernest Financial Advisors’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 		$382K Sell
1,938
-262
-12% -$60.1K 0.08% 129
2025
Q4 		$499K Sell
2,200
-950
-30% -$253K 0.1% 115
2025
Q3 		$924K Buy
3,150
+85
+3% +$25.6K 0.26% 78
2025
Q2 		$945K Buy
3,065
+168
+6% +$51.6K 0.31% 68
2025
Q1 		$885K Buy
2,897
+383
+15% +$116K 0.32% 74
2024
Q4 		$736K Buy
2,514
+23
+0.9% +$6.8K 0.19% 84
2024
Q3 		$689K Sell
2,491
-65
-3% -$17K 0.19% 85
2024
Q2 		$610K Buy
2,556
+35
+1% +$8.59K 0.27% 74
2024
Q1 		$613K Buy
2,521
+78
+3% +$19.1K 0.29% 77
2023
Q4 		$569K Buy
+2,443
New +$569K 0.29% 80
2021
Q4 		$618K Buy
+2,471
New +$559K 0.32% 71

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

Evernest Financial Advisors's ADP Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Automatic Data Processing (ADP) stake by 12% in Q1 2026, selling an estimated $60.1K and leaving 1,938 shares worth $382K. The position accounts for 0.08% of the portfolio, ranked #129.

Evernest Financial Advisors first reported a position in ADP in Q4 2021 and has held it in 11 quarters since. The position peaked at $945K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Evernest Financial Advisors held 1,938 shares of Automatic Data Processing worth $382K as of Q1 2026.
  • Evernest Financial Advisors sold 262 Automatic Data Processing shares in Q1 2026, an estimated $60.1K.
  • Automatic Data Processing made up 0.08% of Evernest Financial Advisors's portfolio in Q1 2026, its #129 holding.
  • Evernest Financial Advisors first reported a position in Automatic Data Processing in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's Automatic Data Processing position peaked at $945K in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.