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Lake Street Private Wealth’s Automatic Data Processing ADP Stock Holding History

Lake Street Private Wealth’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 		$553K Sell
2,721
-1,662
-38% -$381K 0.07% 158
2025
Q4 		$1.13M Buy
4,383
+1,774
+68% +$472K 0.14% 110
2025
Q3 		$766K Buy
2,609
+220
+9% +$66.2K 0.1% 129
2025
Q2 		$737K Buy
2,389
+1,089
+84% +$334K 0.1% 125
2025
Q1 		$397K Buy
1,300
+177
+16% +$53.4K 0.06% 170
2024
Q4 		$329K Buy
1,123
+194
+21% +$57.3K 0.05% 188
2024
Q3 		$257K Sell
929
-1,444
-61% -$378K 0.04% 219
2024
Q2 		$566K Sell
2,373
-43
-2% -$10.6K 0.07% 205
2024
Q1 		$603K Buy
2,416
+16
+0.7% +$3.91K 0.08% 205
2023
Q4 		$559K Sell
2,400
-182
-7% -$42.4K 0.09% 199
2023
Q3 		$628K Buy
2,582
+136
+6% +$33.2K 0.11% 164
2023
Q2 		$538K Sell
2,446
-41
-2% -$8.84K 0.09% 177
2023
Q1 		$554K Buy
2,487
+100
+4% +$22.6K 0.1% 173
2022
Q4 		$570K Sell
2,387
-217
-8% -$53.3K 0.12% 168
2022
Q3 		$589K Sell
2,604
-79
-3% -$18.6K 0.14% 149
2022
Q2 		$564K Buy
2,683
+47
+2% +$10.3K 0.12% 156
2022
Q1 		$600K Sell
2,636
-13
-0.5% -$2.78K 0.11% 173
2021
Q4 		$653K Buy
+2,649
New +$600K 0.11% 170
2019
Q4 		– Sell
-1,262
Closed -$204K – 165
2019
Q3 		$204K Sell
1,262
-93
-7% -$15.4K 0.09% 147
2019
Q2 		$224K Buy
+1,355
New +$220K 0.13% 113

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

Lake Street Private Wealth's ADP Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Automatic Data Processing (ADP) stake by 38% in Q1 2026, selling an estimated $381K and leaving 2,721 shares worth $553K. The position accounts for 0.07% of the portfolio, ranked #158.

Lake Street Private Wealth first reported a position in ADP in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.13M in Q4 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Lake Street Private Wealth held 2,721 shares of Automatic Data Processing worth $553K as of Q1 2026.
  • Lake Street Private Wealth sold 1,662 Automatic Data Processing shares in Q1 2026, an estimated $381K.
  • Automatic Data Processing made up 0.07% of Lake Street Private Wealth's portfolio in Q1 2026, its #158 holding.
  • Lake Street Private Wealth first reported a position in Automatic Data Processing in Q2 2019 and has held it in 20 quarters since.
  • Lake Street Private Wealth's Automatic Data Processing position peaked at $1.13M in Q4 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.