IMA Advisory Services’s Automatic Data Processing ADP Stock Holding History

IMA Advisory Services’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	$771K	Sell	3,763 -9	-0.2%	-$2.06K	0.08%	133
2025 Q4	$977K	Buy	3,772 +15	+0.4%	+$3.99K	0.09%	131
2025 Q3	$1.11M	Hold	3,757	–	–	0.11%	118
2025 Q2	$1.16M	Buy	3,757 +5	+0.1%	+$1.54K	0.12%	111
2025 Q1	$1.15M	Sell	3,752 -252	-6%	-$76K	0.14%	105
2024 Q4	$1.18M	Hold	4,004	–	–	0.14%	112
2024 Q3	$1.11M	Hold	4,004	–	–	0.24%	91
2024 Q2	$956K	Hold	4,004	–	–	0.42%	56
2024 Q1	$1,000K	Buy	+4,004	New	+$978K	0.47%	55
2023 Q4	–	Sell	-3,500	Closed	-$842K	–	73
2023 Q3	$842K	Hold	3,500	–	–	0.22%	100
2023 Q2	$769K	Hold	3,500	–	–	0.2%	104
2023 Q1	$779K	Hold	3,500	–	–	0.2%	98
2022 Q4	$836K	Hold	3,500	–	–	0.22%	93
2022 Q3	$792K	Hold	3,500	–	–	0.21%	97
2022 Q2	$735K	Buy	+3,500	New	+$767K	0.18%	101
2018 Q3	–	Sell	-7	Closed	-$1K	–	344
2018 Q2	$1K	Buy	+7	New	+$887	﹤0.01%	412
2013 Q4	–	Sell	-12,762	Closed	-$811K	–	159
2013 Q3	$811K	Hold	12,762	–	–	0.4%	79
2013 Q2	$772K	Buy	+12,762	New	+$762K	0.42%	85

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

IMA Advisory Services's ADP Position: Q1 2026 in Review

IMA Advisory Services reduced its Automatic Data Processing (ADP) stake by 0.24% in Q1 2026, selling an estimated $2.06K and leaving 3,763 shares worth $771K. The position accounts for 0.08% of the portfolio, ranked #133.

IMA Advisory Services first reported a position in ADP in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.18M in Q4 2024. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

IMA Advisory Services held 3,763 shares of Automatic Data Processing worth $771K as of Q1 2026.
IMA Advisory Services sold 9 Automatic Data Processing shares in Q1 2026, an estimated $2.06K.
Automatic Data Processing made up 0.08% of IMA Advisory Services's portfolio in Q1 2026, its #133 holding.
IMA Advisory Services first reported a position in Automatic Data Processing in Q2 2013 and has held it in 18 quarters since.
IMA Advisory Services's Automatic Data Processing position peaked at $1.18M in Q4 2024.
2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.