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

Invenio 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 		– Sell
-1,139
Closed -$293K – 90
2025
Q4 		$293K Sell
1,139
-162
-12% -$43.1K 0.11% 78
2025
Q3 		$382K Buy
1,301
+89
+7% +$26.8K 0.14% 71
2025
Q2 		$374K Sell
1,212
-109
-8% -$33.5K 0.15% 70
2025
Q1 		$404K Buy
1,321
+208
+19% +$62.7K 0.17% 58
2024
Q4 		$326K Sell
1,113
-29
-3% -$8.57K 0.14% 72
2024
Q3 		$316K Sell
1,142
-119
-9% -$31.1K 0.14% 71
2024
Q2 		$301K Sell
1,261
-413
-25% -$101K 0.15% 72
2024
Q1 		$418K Sell
1,674
-371
-18% -$90.6K 0.23% 55
2023
Q4 		$476K Buy
2,045
+119
+6% +$27.7K 0.34% 50
2023
Q3 		$463K Sell
1,926
-357
-16% -$87K 0.42% 46
2023
Q2 		$502K Buy
+2,283
New +$492K 0.57% 36

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Invenio Wealth Partners sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 1,139 shares — an estimated $293K sold.

Invenio Wealth Partners first reported a position in ADP in Q2 2023 and held it in 11 quarters. The position peaked at $502K in Q2 2023. 2,281 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Invenio Wealth Partners reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Invenio Wealth Partners sold 1,139 Automatic Data Processing shares in Q1 2026, an estimated $293K.
  • Invenio Wealth Partners first reported a position in Automatic Data Processing in Q2 2023 and held it in 11 quarters.
  • Invenio Wealth Partners's Automatic Data Processing position peaked at $502K in Q2 2023.
  • 2,281 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Invenio Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.