Joel Isaacson & Co’s Automatic Data Processing ADP Stock Holding History

Joel Isaacson & Co’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	$886K	Buy	4,358 +233	+6%	+$53.4K	0.03%	205
2025 Q4	$1.06M	Sell	4,125 -19	-0.5%	-$5.06K	0.04%	185
2025 Q3	$1.22M	Hold	4,144	–	–	0.04%	160
2025 Q2	$1.28M	Buy	4,144 +1	+0%	+$307	0.05%	145
2025 Q1	$1.27M	Hold	4,143	–	–	0.06%	140
2024 Q4	$1.21M	Sell	4,143 -64	-2%	-$18.9K	0.05%	131
2024 Q3	$1.16M	Buy	4,207 +186	+5%	+$48.6K	0.06%	130
2024 Q2	$960K	Sell	4,021 -1,267	-24%	-$311K	0.05%	140
2024 Q1	$1.32M	Buy	5,288 +37	+0.7%	+$9.04K	0.07%	112
2023 Q4	$1.22M	Buy	5,251 +51	+1%	+$11.9K	0.08%	109
2023 Q3	$1.25M	Buy	5,200 +65	+1%	+$15.8K	0.09%	97
2023 Q2	$1.13M	Buy	5,135 +589	+13%	+$127K	0.08%	110
2023 Q1	$1.01M	Buy	4,546 +112	+3%	+$25.3K	0.07%	120
2022 Q4	$1.06M	Sell	4,434 -129	-3%	-$31.7K	0.08%	104
2022 Q3	$1.03M	Sell	4,563 -10	-0.2%	-$2.36K	0.09%	101
2022 Q2	$961K	Sell	4,573 -753	-14%	-$165K	0.08%	105
2022 Q1	$1.21M	Hold	5,326	–	–	0.09%	99
2021 Q4	$1.31M	Sell	5,326 -21	-0.4%	-$4.75K	0.09%	98
2021 Q3	$1.07M	Buy	5,347 +14	+0.3%	+$2.88K	0.08%	108
2021 Q2	$1.06M	Hold	5,333	–	–	0.08%	104
2021 Q1	$1M	Buy	5,333 +720	+16%	+$125K	0.09%	92
2020 Q4	$813K	Sell	4,613 -22	-0.5%	-$3.61K	0.08%	102
2020 Q3	$647K	Buy	4,635 +22	+0.5%	+$3.08K	0.08%	104
2020 Q2	$687K	Buy	4,613 +42	+0.9%	+$6.01K	0.1%	94
2020 Q1	$625K	Buy	4,571 +789	+21%	+$127K	0.11%	87
2019 Q4	$645K	Hold	3,782	–	–	0.08%	103
2019 Q3	$610K	Sell	3,782 -3	-0.1%	-$495	0.09%	104
2019 Q2	$626K	Sell	3,785 -4	-0.1%	-$650	0.09%	104
2019 Q1	$605K	Hold	3,789	–	–	0.09%	118
2018 Q4	$499K	Buy	3,789 +99	+3%	+$14K	0.08%	132
2018 Q3	$556K	Hold	3,690	–	–	0.09%	113
2018 Q2	$495K	Sell	3,690 -200	-5%	-$25.3K	0.08%	119
2018 Q1	$441K	Sell	3,890 -120	-3%	-$14K	0.08%	122
2017 Q4	$470K	Hold	4,010	–	–	0.08%	118
2017 Q3	$438K	Hold	4,010	–	–	0.08%	114
2017 Q2	$411K	Hold	4,010	–	–	0.08%	113
2017 Q1	$411K	Sell	4,010 -250	-6%	-$25.5K	0.08%	110
2016 Q4	$438K	Hold	4,260	–	–	0.09%	94
2016 Q3	$376K	Sell	4,260 -64	-1%	-$5.8K	0.08%	113
2016 Q2	$397K	Sell	4,324 -600	-12%	-$53K	0.08%	108
2016 Q1	$442K	Buy	4,924 +600	+14%	+$50.3K	0.1%	99
2015 Q4	$366K	Sell	4,324 -162	-4%	-$14K	0.09%	103
2015 Q3	$360K	Sell	4,486 -136	-3%	-$10.9K	0.1%	96
2015 Q2	$371K	Sell	4,622 -338	-7%	-$28.8K	0.1%	106
2015 Q1	$425K	Hold	4,960	–	–	0.11%	95
2014 Q4	$414K	Sell	4,960 -689	-12%	-$55.8K	0.11%	87
2014 Q3	$412K	Hold	5,649	–	–	0.13%	73
2014 Q2	$393K	Hold	5,649	–	–	0.12%	79
2014 Q1	$383K	Hold	5,649	–	–	0.13%	75
2013 Q4	$401K	Hold	5,649	–	–	0.15%	64
2013 Q3	$359K	Buy	5,649 +227	+4%	+$14.4K	0.15%	65
2013 Q2	$328K	Buy	+5,422	New	+$324K	0.15%	66

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

Joel Isaacson & Co's ADP Position: Q1 2026 in Review

Joel Isaacson & Co increased its Automatic Data Processing (ADP) stake by 5.6% in Q1 2026, buying an estimated $53.4K and bringing the position to 4,358 shares worth $886K. The position accounts for 0.03% of the portfolio, ranked #205.

Joel Isaacson & Co first reported a position in ADP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.32M in Q1 2024. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Joel Isaacson & Co held 4,358 shares of Automatic Data Processing worth $886K as of Q1 2026.
Joel Isaacson & Co bought 233 Automatic Data Processing shares in Q1 2026, an estimated $53.4K.
Automatic Data Processing made up 0.03% of Joel Isaacson & Co's portfolio in Q1 2026, its #205 holding.
Joel Isaacson & Co first reported a position in Automatic Data Processing in Q2 2013 and has held it in 52 quarters since.
Joel Isaacson & Co's Automatic Data Processing position peaked at $1.32M in Q1 2024.
2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.