Key Financial Inc’s Automatic Data Processing ADP Stock Holding History

Key Financial Inc’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	$2.19M	Buy	10,781 +258	+2%	+$59.2K	0.39%	52
2025 Q4	$2.71M	Hold	10,523	–	–	0.49%	43
2025 Q3	$3.07M	Sell	10,523 -5	-0%	-$1.5K	0.57%	38
2025 Q2	$3.25M	Hold	10,528	–	–	0.65%	33
2025 Q1	$3.22M	Buy	10,528 +3	+0%	+$905	0.7%	31
2024 Q4	$3.08M	Sell	10,525 -211	-2%	-$62.4K	0.7%	31
2024 Q3	$2.97M	Buy	10,736 +5	+0%	+$1.31K	0.66%	31
2024 Q2	$2.56M	Hold	10,731	–	–	0.61%	34
2024 Q1	$2.68M	Hold	10,731	–	–	0.68%	33
2023 Q4	$2.5M	Hold	10,731	–	–	0.68%	31
2023 Q3	$2.58M	Hold	10,731	–	–	0.87%	25
2023 Q2	$2.36M	Buy	10,731 +41	+0.4%	+$8.84K	0.78%	28
2023 Q1	$2.38M	Buy	10,690 +1,000	+10%	+$226K	0.87%	25
2022 Q4	$2.19M	Hold	9,690	–	–	1.04%	18
2022 Q3	$2.19M	Buy	9,690 +8,837	+1,036%	+$2.08M	1.03%	18
2022 Q2	$182K	Hold	853	–	–	0.1%	160
2022 Q1	$194K	Hold	853	–	–	0.1%	167
2021 Q4	$210K	Hold	853	–	–	0.11%	152
2021 Q3	$171K	Sell	853 -310	-27%	-$63.9K	0.1%	160
2021 Q2	$244K	Buy	1,163 +415	+55%	+$80.6K	0.14%	135
2021 Q1	$141K	Hold	748	–	–	0.09%	165
2020 Q4	$132K	Buy	+748	New	+$123K	0.1%	160
2020 Q2	–	Sell	-517	Closed	-$71K	–	105
2020 Q1	$71K	Buy	+517	New	+$83.3K	0.07%	186

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

Key Financial Inc's ADP Position: Q1 2026 in Review

Key Financial Inc increased its Automatic Data Processing (ADP) stake by 2.5% in Q1 2026, buying an estimated $59.2K and bringing the position to 10,781 shares worth $2.19M. The position accounts for 0.39% of the portfolio, ranked #52.

Key Financial Inc first reported a position in ADP in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.25M in Q2 2025. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Key Financial Inc held 10,781 shares of Automatic Data Processing worth $2.19M as of Q1 2026.
Key Financial Inc bought 258 Automatic Data Processing shares in Q1 2026, an estimated $59.2K.
Automatic Data Processing made up 0.39% of Key Financial Inc's portfolio in Q1 2026, its #52 holding.
Key Financial Inc first reported a position in Automatic Data Processing in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Automatic Data Processing position peaked at $3.25M in Q2 2025.
2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.