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Flagship Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Flagship Wealth 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 		$380K Sell
1,233
-600
-33% -$138K 0.16% 71
2025
Q4 		$472K Buy
1,833
+100
+6% +$26.6K 0.14% 75
2025
Q3 		$509K Hold
1,733
– – 0.17% 72
2025
Q2 		$534K Hold
1,733
– – 0.2% 66
2025
Q1 		$529K Hold
1,733
– – 0.22% 65
2024
Q4 		$507K Buy
+1,733
New +$512K 0.3% 46

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

Flagship Wealth Advisors's ADP Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 33% in Q1 2026, selling an estimated $138K and leaving 1,233 shares worth $380K. The position accounts for 0.16% of the portfolio, ranked #71.

Flagship Wealth Advisors first reported a position in ADP in Q4 2024 and has held it in 6 quarters since. The position peaked at $534K in Q2 2025. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Flagship Wealth Advisors held 1,233 shares of Automatic Data Processing worth $380K as of Q1 2026.
  • Flagship Wealth Advisors sold 600 Automatic Data Processing shares in Q1 2026, an estimated $138K.
  • Automatic Data Processing made up 0.16% of Flagship Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Flagship Wealth Advisors first reported a position in Automatic Data Processing in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Automatic Data Processing position peaked at $534K in Q2 2025.
  • 2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.