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Legacy Capital Group California’s Automatic Data Processing ADP Stock Holding History

Legacy Capital Group California’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
-1,406
Closed -$362K – 279
2025
Q4 		$362K Sell
1,406
-9
-0.6% -$2.4K 0.09% 264
2025
Q3 		$415K Sell
1,415
-17
-1% -$5.12K 0.11% 227
2025
Q2 		$442K Buy
1,432
+13
+0.9% +$3.99K 0.12% 201
2025
Q1 		$434K Buy
+1,419
New +$428K 0.15% 182

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

Legacy Capital Group California's ADP Position: Q1 2026 in Review

Legacy Capital Group California sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 1,406 shares — an estimated $362K sold.

Legacy Capital Group California first reported a position in ADP in Q1 2025 and held it in 4 quarters. The position peaked at $442K in Q2 2025. 2,279 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Legacy Capital Group California reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 1,406 Automatic Data Processing shares in Q1 2026, an estimated $362K.
  • Legacy Capital Group California first reported a position in Automatic Data Processing in Q1 2025 and held it in 4 quarters.
  • Legacy Capital Group California's Automatic Data Processing position peaked at $442K in Q2 2025.
  • 2,279 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.