IAG Wealth Partners’s Automatic Data Processing ADP Stock Holding History

IAG Wealth Partners’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	$67.6K	Buy	333 +1	+0.3%	+$229	0.01%	190
2025 Q4	$85.4K	Hold	332	–	–	0.01%	168
2025 Q3	$97.3K	Buy	332 +1	+0.3%	+$301	0.01%	159
2025 Q2	$102K	Hold	331	–	–	0.01%	146
2025 Q1	$101K	Buy	331 +1	+0.3%	+$302	0.02%	141
2024 Q4	$96.7K	Hold	330	–	–	0.02%	138
2024 Q3	$91.3K	Buy	330 +1	+0.3%	+$262	0.02%	137
2024 Q2	$78.6K	Hold	329	–	–	0.02%	139
2024 Q1	$82.2K	Buy	329 +1	+0.3%	+$244	0.02%	133
2023 Q4	$76.5K	Hold	328	–	–	0.02%	124
2023 Q3	$78.9K	Hold	328	–	–	0.02%	117
2023 Q2	$72K	Sell	328 -28	-8%	-$6.04K	0.02%	135
2023 Q1	$79.3K	Hold	356	–	–	0.02%	113
2022 Q4	$85K	Buy	356 +30	+9%	+$7.37K	0.03%	103
2022 Q3	$74K	Buy	326 +160	+96%	+$37.7K	0.02%	99
2022 Q2	$35K	Hold	166	–	–	0.01%	156
2022 Q1	$38K	Hold	166	–	–	0.01%	161
2021 Q4	$41K	Hold	166	–	–	0.01%	153
2021 Q3	$34K	Hold	166	–	–	0.01%	155
2021 Q2	$33K	Hold	166	–	–	0.01%	155
2021 Q1	$32K	Hold	166	–	–	0.01%	146
2020 Q4	$30K	Hold	166	–	–	0.01%	141
2020 Q3	$24K	Hold	166	–	–	0.01%	150
2020 Q2	$25K	Hold	166	–	–	0.01%	143
2020 Q1	$23K	Hold	166	–	–	0.02%	135
2019 Q4	$29K	Buy	+166	New	+$27.5K	0.02%	148

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

IAG Wealth Partners's ADP Position: Q1 2026 in Review

IAG Wealth Partners increased its Automatic Data Processing (ADP) stake by 0.3% in Q1 2026, buying an estimated $229 and bringing the position to 333 shares worth $67.6K. The position accounts for 0.01% of the portfolio, ranked #190.

IAG Wealth Partners first reported a position in ADP in Q4 2019 and has held it in 26 quarters since. The position peaked at $102K in Q2 2025. 2,267 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

IAG Wealth Partners held 333 shares of Automatic Data Processing worth $67.6K as of Q1 2026.
IAG Wealth Partners bought 1 Automatic Data Processing share in Q1 2026, an estimated $229.
Automatic Data Processing made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #190 holding.
IAG Wealth Partners first reported a position in Automatic Data Processing in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Automatic Data Processing position peaked at $102K in Q2 2025.
2,267 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.