FRG Family Wealth Advisors’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 | $4.55M | Sell |
22,373
-2,171
| -9% | -$498K | 0.74% | 31 |
|
|
2025
Q4 | $6.31M | Sell |
24,544
-656
| -3% | -$175K | 0.98% | 24 |
|
|
2025
Q3 | $7.4M | Sell |
25,200
-1
| -0% | -$301 | 1.19% | 19 |
|
|
2025
Q2 | $7.77M | Hold |
25,201
| – | – | 1.35% | 19 |
|
|
2025
Q1 | $7.7M | Hold |
25,201
| – | – | 1.49% | 17 |
|
|
2024
Q4 | $7.38M | Sell |
25,201
-329
| -1% | -$97.2K | 1.34% | 18 |
|
|
2024
Q3 | $7.06M | Sell |
25,530
-290
| -1% | -$75.8K | 1.26% | 19 |
|
|
2024
Q2 | $6.7M | Hold |
25,820
| – | – | 1.3% | 20 |
|
|
2024
Q1 | $6.25M | Sell |
25,820
-3,065
| -11% | -$749K | 1.23% | 21 |
|
|
2023
Q4 | $6.73M | Hold |
28,885
| – | – | 1.37% | 21 |
|
|
2023
Q3 | $6.95M | Sell |
28,885
-9
| -0% | -$2.19K | 1.57% | 19 |
|
|
2023
Q2 | $6.35M | Sell |
28,894
-290
| -1% | -$62.5K | 1.39% | 22 |
|
|
2023
Q1 | $6.5M | Sell |
29,184
-350
| -1% | -$79K | 1.48% | 19 |
|
|
2022
Q4 | $7.05M | Hold |
29,534
| – | – | 1.68% | 18 |
|
|
2022
Q3 | $6.68M | Sell |
29,534
-300
| -1% | -$70.8K | 1.65% | 18 |
|
|
2022
Q2 | $6.27M | Hold |
29,834
| – | – | 1.45% | 19 |
|
|
2022
Q1 | $6.79M | Hold |
29,834
| – | – | 1.32% | 21 |
|
|
2021
Q4 | $7.36M | Sell |
29,834
-549
| -2% | -$124K | 1.37% | 21 |
|
|
2021
Q3 | $6.07M | Sell |
30,383
-1,695
| -5% | -$349K | 1.19% | 26 |
|
|
2021
Q2 | $6.37M | Hold |
32,078
| – | – | 1.21% | 25 |
|
|
2021
Q1 | $6.05M | Hold |
32,078
| – | – | 1.23% | 24 |
|
|
2020
Q4 | $5.65M | Hold |
32,078
| – | – | 1.23% | 24 |
|
|
2020
Q3 | $4.47M | Hold |
32,078
| – | – | 1.09% | 28 |
|
|
2020
Q2 | $4.78M | Hold |
32,078
| – | – | 1.26% | 25 |
|
|
2020
Q1 | $4.38M | Sell |
32,078
-828
| -3% | -$133K | 1.33% | 25 |
|
|
2019
Q4 | $5.61M | Sell |
32,906
-139
| -0.4% | -$23K | 1.36% | 22 |
|
|
2019
Q3 | $5.33M | Sell |
33,045
-1,081
| -3% | -$179K | 1.38% | 22 |
|
|
2019
Q2 | $5.64M | Sell |
34,126
-776
| -2% | -$126K | 1.49% | 14 |
|
|
2019
Q1 | $5.58M | Sell |
34,902
-324
| -0.9% | -$47.1K | 1.58% | 10 |
|
|
2018
Q4 | $4.62M | Sell |
35,226
-2,721
| -7% | -$384K | 1.51% | 12 |
|
|
2018
Q3 | $5.72M | Sell |
37,947
-1,315
| -3% | -$186K | 1.57% | 10 |
|
|
2018
Q2 | $5.27M | Sell |
39,262
-208
| -0.5% | -$26.4K | 1.58% | 9 |
|
|
2018
Q1 | $4.48M | Sell |
39,470
-545
| -1% | -$63.6K | 1.49% | 14 |
|
|
2017
Q4 | $4.69M | Sell |
40,015
-47
| -0.1% | -$5.37K | 1.51% | 14 |
|
|
2017
Q3 | $4.38M | Sell |
40,062
-3
| -0% | -$321 | 1.51% | 14 |
|
|
2017
Q2 | $4.11M | Hold |
40,065
| – | – | 1.51% | 16 |
|
|
2017
Q1 | $4.09M | Sell |
40,065
-300
| -0.7% | -$30.6K | 1.6% | 16 |
|
|
2016
Q4 | $4.15M | Buy |
40,365
+115
| +0.3% | +$10.7K | 1.74% | 13 |
|
|
2016
Q3 | $3.55M | Sell |
40,250
-14
| -0% | -$1.27K | 1.6% | 15 |
|
|
2016
Q2 | $3.7M | Buy |
40,264
+325
| +0.8% | +$28.7K | 1.67% | 12 |
|
|
2016
Q1 | $3.56M | Sell |
39,939
-160
| -0.4% | -$13.4K | 1.73% | 13 |
|
|
2015
Q4 | $3.4M | Buy |
+40,099
| New | +$3.45M | 1.65% | 12 |
|
Other funds holding ADP
VCM
VPM
FRG Family Wealth Advisors's ADP Position: Q1 2026 in Review
FRG Family Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 8.8% in Q1 2026, selling an estimated $498K and leaving 22,373 shares worth $4.55M. The position accounts for 0.74% of the portfolio, ranked #31.
FRG Family Wealth Advisors first reported a position in ADP in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.77M in Q2 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.
- FRG Family Wealth Advisors held 22,373 shares of Automatic Data Processing worth $4.55M as of Q1 2026.
- FRG Family Wealth Advisors sold 2,171 Automatic Data Processing shares in Q1 2026, an estimated $498K.
- Automatic Data Processing made up 0.74% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #31 holding.
- FRG Family Wealth Advisors first reported a position in Automatic Data Processing in Q4 2015 and has held it in 42 quarters since.
- FRG Family Wealth Advisors's Automatic Data Processing position peaked at $7.77M in Q2 2025.
- 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.
Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.