Heritage Wealth Management (Ohio)’s Automatic Data Processing ADP Stock Holding History

Heritage Wealth Management (Ohio)’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	$669K	Sell	3,293 -47	-1%	-$10.8K	0.33%	79
2025 Q4	$859K	Hold	3,340	–	–	0.24%	104
2025 Q3	$980K	Hold	3,340	–	–	0.29%	90
2025 Q2	$1.03M	Buy	3,340 +35	+1%	+$10.8K	0.33%	78
2025 Q1	$1.01M	Buy	3,305 +20	+0.6%	+$6.03K	0.34%	76
2024 Q4	$962K	Hold	3,285	–	–	0.32%	79
2024 Q3	$909K	Hold	3,285	–	–	0.3%	85
2024 Q2	$774K	Buy	+3,285	New	+$807K	0.26%	97

Other funds holding ADP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s ADP Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Automatic Data Processing (ADP) stake by 1.4% in Q1 2026, selling an estimated $10.8K and leaving 3,293 shares worth $669K. The position accounts for 0.33% of the portfolio, ranked #79.

Heritage Wealth Management (Ohio) first reported a position in ADP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q2 2025. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Heritage Wealth Management (Ohio) held 3,293 shares of Automatic Data Processing worth $669K as of Q1 2026.
Heritage Wealth Management (Ohio) sold 47 Automatic Data Processing shares in Q1 2026, an estimated $10.8K.
Automatic Data Processing made up 0.33% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #79 holding.
Heritage Wealth Management (Ohio) first reported a position in Automatic Data Processing in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Automatic Data Processing position peaked at $1.03M in Q2 2025.
2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.