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GeoWealth Management’s Automatic Data Processing ADP Stock Holding History

GeoWealth 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 		$537K Sell
2,642
-1,062
-29% -$244K 0.02% 461
2025
Q4 		$953K Buy
3,704
+37
+1% +$9.85K 0.04% 284
2025
Q3 		$1.08M Sell
3,667
-92
-2% -$27.7K 0.04% 285
2025
Q2 		$1.16M Buy
3,759
+464
+14% +$143K 0.05% 225
2025
Q1 		$1.01M Sell
3,295
-911
-22% -$275K 0.04% 259
2024
Q4 		$1.23M Sell
4,206
-375
-8% -$111K 0.04% 260
2024
Q3 		$1.27M Sell
4,581
-686
-13% -$179K 0.04% 254
2024
Q2 		$1.26M Buy
5,267
+157
+3% +$38.5K 0.05% 223
2024
Q1 		$1.28M Buy
5,110
+712
+16% +$174K 0.05% 247
2023
Q4 		$1.02M Buy
4,398
+1,693
+63% +$394K 0.08% 207
2023
Q3 		$651K Buy
+2,705
New +$660K 0.07% 182
2022
Q2 		– Sell
-3,677
Closed -$839K – 333
2022
Q1 		$839K Buy
3,677
+41
+1% +$8.78K 0.07% 161
2021
Q4 		$895K Sell
3,636
-420
-10% -$95.1K 0.07% 159
2021
Q3 		$810K Buy
+4,056
New +$835K 0.07% 172

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

GeoWealth Management's ADP Position: Q1 2026 in Review

GeoWealth Management reduced its Automatic Data Processing (ADP) stake by 29% in Q1 2026, selling an estimated $244K and leaving 2,642 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #461.

GeoWealth Management first reported a position in ADP in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.28M in Q1 2024. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • GeoWealth Management held 2,642 shares of Automatic Data Processing worth $537K as of Q1 2026.
  • GeoWealth Management sold 1,062 Automatic Data Processing shares in Q1 2026, an estimated $244K.
  • Automatic Data Processing made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #461 holding.
  • GeoWealth Management first reported a position in Automatic Data Processing in Q3 2021 and has held it in 14 quarters since.
  • GeoWealth Management's Automatic Data Processing position peaked at $1.28M in Q1 2024.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.