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Insight Wealth Strategies’s Automatic Data Processing ADP Stock Holding History

Insight Wealth Strategies’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 		– Sell
-17,459
Closed -$4.49M – 178
2025
Q4 		$4.49M Buy
17,459
+187
+1% +$49.8K 0.51% 64
2025
Q3 		$5.07M Buy
17,272
+2,142
+14% +$645K 0.6% 49
2025
Q2 		$4.69M Sell
15,130
-925
-6% -$284K 0.59% 44
2025
Q1 		$4.91M Buy
16,055
+58
+0.4% +$17.5K 0.66% 34
2024
Q4 		$4.68M Buy
+15,997
New +$4.73M 0.63% 39
2021
Q2 		– Sell
-8,230
Closed -$1.55M – 184
2021
Q1 		$1.55M Buy
8,230
+5,249
+176% +$911K 0.21% 69
2020
Q4 		$525K Buy
2,981
+261
+10% +$42.9K 0.09% 111
2020
Q3 		$379K Buy
2,720
+692
+34% +$97K 0.07% 122
2020
Q2 		$302K Buy
2,028
+54
+3% +$7.73K 0.07% 128
2020
Q1 		$270K Sell
1,974
-2,668
-57% -$430K 0.07% 121
2019
Q4 		$791K Sell
4,642
-7,299
-61% -$1.21M 0.17% 94
2019
Q3 		$1.93M Buy
11,941
+976
+9% +$161K 0.45% 40
2019
Q2 		$1.81M Buy
10,965
+1,718
+19% +$279K 0.44% 37
2019
Q1 		$1.48M Buy
9,247
+244
+3% +$35.4K 0.41% 48
2018
Q4 		$1.18M Buy
+9,003
New +$1.27M 0.36% 46

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

Insight Wealth Strategies's ADP Position: Q1 2026 in Review

Insight Wealth Strategies sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 17,459 shares — an estimated $4.49M sold.

Insight Wealth Strategies first reported a position in ADP in Q4 2018 and held it in 15 quarters. The position peaked at $5.07M in Q3 2025. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Insight Wealth Strategies reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 17,459 Automatic Data Processing shares in Q1 2026, an estimated $4.49M.
  • Insight Wealth Strategies first reported a position in Automatic Data Processing in Q4 2018 and held it in 15 quarters.
  • Insight Wealth Strategies's Automatic Data Processing position peaked at $5.07M in Q3 2025.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Insight Wealth Strategies's 13F filing for Q1 2026, filed 10 Apr 2026.