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

Icon 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	$2.44M	Sell	11,361 -459	-4%	-$105K	0.16%	97
2025 Q4	$3.04M	Sell	11,820 -9	-0.1%	-$2.4K	0.2%	74
2025 Q3	$3.47M	Sell	11,829 -116	-1%	-$34.9K	0.24%	68
2025 Q2	$3.68M	Buy	11,945 +1,940	+19%	+$596K	0.26%	69
2025 Q1	$3.06M	Buy	10,005 +129	+1%	+$38.9K	0.25%	75
2024 Q4	$2.89M	Buy	9,876 +48	+0.5%	+$14.2K	0.24%	78
2024 Q3	$2.72M	Buy	9,828 +711	+8%	+$186K	0.23%	78
2024 Q2	$2.39M	Buy	9,117 +90	+1%	+$22.1K	0.21%	82
2024 Q1	$2.25M	Sell	9,027 -802	-8%	-$196K	0.21%	88
2023 Q4	$2.29M	Buy	+9,829	New	+$2.29M	0.24%	84
2022 Q4	$4.2M	Buy	17,592 +179	+1%	+$43.9K	0.48%	54
2022 Q3	$3.94M	Buy	+17,413	New	+$4.11M	0.48%	52

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

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

Icon Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 3.9% in Q1 2026, selling an estimated $105K and leaving 11,361 shares worth $2.44M. The position accounts for 0.16% of the portfolio, ranked #97.

Icon Wealth Advisors first reported a position in ADP in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.2M in Q4 2022. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Icon Wealth Advisors held 11,361 shares of Automatic Data Processing worth $2.44M as of Q1 2026.
Icon Wealth Advisors sold 459 Automatic Data Processing shares in Q1 2026, an estimated $105K.
Automatic Data Processing made up 0.16% of Icon Wealth Advisors's portfolio in Q1 2026, its #97 holding.
Icon Wealth Advisors first reported a position in Automatic Data Processing in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Automatic Data Processing position peaked at $4.2M in Q4 2022.
2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.