Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Automatic Data Processing ADP Stock Holding History

Kovitz Investment Group 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 		$1.08M Sell
5,315
-118
-2% -$27.1K 0.03% 312
2025
Q4 		$1.4M Sell
5,433
-37,454
-87% -$9.97M 0.03% 279
2025
Q3 		$12.6M Buy
42,887
+3,178
+8% +$957K 0.05% 288
2025
Q2 		$12.2M Buy
39,709
+388
+1% +$119K 0.05% 274
2025
Q1 		$12M Buy
39,321
+3,093
+9% +$933K 0.06% 233
2024
Q4 		$10.6M Sell
36,228
-330
-0.9% -$97.5K 0.05% 254
2024
Q3 		$8.52M Buy
36,558
+9,248
+34% +$2.42M 0.06% 256
2024
Q2 		$6.52M Buy
27,310
+3,717
+16% +$913K 0.06% 246
2024
Q1 		$5.89M Buy
23,593
+4,804
+26% +$1.17M 0.07% 186
2023
Q4 		$4.38M Buy
18,789
+1,993
+12% +$464K 0.07% 169
2023
Q3 		$4.04M Sell
16,796
-1,026
-6% -$250K 0.07% 173
2023
Q2 		$3.92M Buy
17,822
+14,250
+399% +$3.07M 0.06% 182
2023
Q1 		$795K Sell
3,572
-187
-5% -$42.2K 0.01% 307
2022
Q4 		$898K Sell
3,759
-6,260
-62% -$1.54M 0.02% 289
2022
Q3 		$2.27M Sell
10,019
-110
-1% -$26K 0.05% 217
2022
Q2 		$2.13M Sell
10,129
-19,632
-66% -$4.3M 0.05% 221
2022
Q1 		$6.77M Buy
+29,761
New +$6.37M 0.13% 119
2021
Q4 		– Sell
-13,971
Closed -$2.79M – 403
2021
Q3 		$2.79M Sell
13,971
-361
-3% -$74.4K 0.06% 203
2021
Q2 		$2.85M Buy
14,332
+4,145
+41% +$805K 0.06% 209
2021
Q1 		$1.92M Buy
+10,187
New +$1.77M 0.04% 220

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

Kovitz Investment Group Partners's ADP Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Automatic Data Processing (ADP) stake by 2.2% in Q1 2026, selling an estimated $27.1K and leaving 5,315 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #312.

Kovitz Investment Group Partners first reported a position in ADP in Q1 2021 and has held it in 20 quarters since. The position peaked at $12.6M in Q3 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Kovitz Investment Group Partners held 5,315 shares of Automatic Data Processing worth $1.08M as of Q1 2026.
  • Kovitz Investment Group Partners sold 118 Automatic Data Processing shares in Q1 2026, an estimated $27.1K.
  • Automatic Data Processing made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #312 holding.
  • Kovitz Investment Group Partners first reported a position in Automatic Data Processing in Q1 2021 and has held it in 20 quarters since.
  • Kovitz Investment Group Partners's Automatic Data Processing position peaked at $12.6M in Q3 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.