Legacy Financial Advisors’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $591K | Sell |
2,909
-254
| -8% | -$58.2K | 0.08% | 201 |
|
|
2025
Q4 | $814K | Sell |
3,163
-571
| -15% | -$152K | 0.11% | 151 |
|
|
2025
Q3 | $1.1M | Sell |
3,734
-152
| -4% | -$45.7K | 0.15% | 111 |
|
|
2025
Q2 | $1.2M | Sell |
3,886
-16
| -0.4% | -$4.91K | 0.19% | 89 |
|
|
2025
Q1 | $1.19M | Buy |
3,902
+100
| +3% | +$30.2K | 0.2% | 91 |
|
|
2024
Q4 | $1.11M | Buy |
3,802
+77
| +2% | +$22.8K | 0.18% | 92 |
|
|
2024
Q3 | $1.03M | Buy |
3,725
+254
| +7% | +$66.4K | 0.17% | 94 |
|
|
2024
Q2 | $828K | Buy |
3,471
+43
| +1% | +$10.6K | 0.15% | 113 |
|
|
2024
Q1 | $856K | Buy |
3,428
+121
| +4% | +$29.6K | 0.15% | 108 |
|
|
2023
Q4 | $770K | Sell |
3,307
-570
| -15% | -$133K | 0.15% | 111 |
|
|
2023
Q3 | $933K | Buy |
3,877
+172
| +5% | +$41.9K | 0.19% | 73 |
|
|
2023
Q2 | $814K | Sell |
3,705
-149
| -4% | -$32.1K | 0.15% | 81 |
|
|
2023
Q1 | $858K | Sell |
3,854
-571
| -13% | -$129K | 0.18% | 69 |
|
|
2022
Q4 | $1.06M | Buy |
4,425
+969
| +28% | +$238K | 0.23% | 55 |
|
|
2022
Q3 | $782K | Buy |
3,456
+408
| +13% | +$96.3K | 0.19% | 61 |
|
|
2022
Q2 | $640K | Buy |
3,048
+377
| +14% | +$82.6K | 0.16% | 70 |
|
|
2022
Q1 | $608K | Buy |
2,671
+89
| +3% | +$19.1K | 0.14% | 81 |
|
|
2021
Q4 | $637K | Buy |
2,582
+112
| +5% | +$25.4K | 0.15% | 68 |
|
|
2021
Q3 | $494K | Buy |
2,470
+33
| +1% | +$6.8K | 0.12% | 78 |
|
|
2021
Q2 | $484K | Sell |
2,437
-352
| -13% | -$68.4K | 0.12% | 74 |
|
|
2021
Q1 | $526K | Buy |
2,789
+28
| +1% | +$4.86K | 0.14% | 63 |
|
|
2020
Q4 | $486K | Sell |
2,761
-66
| -2% | -$10.8K | 0.14% | 63 |
|
|
2020
Q3 | $394K | Buy |
+2,827
| New | +$396K | 0.12% | 65 |
|
|
2020
Q1 | – | Sell |
-2,657
| Closed | -$453K | – | 59 |
|
|
2019
Q4 | $453K | Hold |
2,657
| – | – | 0.14% | 66 |
|
|
2019
Q3 | $429K | Sell |
2,657
-71
| -3% | -$11.7K | 0.14% | 72 |
|
|
2019
Q2 | $451K | Buy |
2,728
+88
| +3% | +$14.3K | 0.16% | 67 |
|
|
2019
Q1 | $422K | Buy |
2,640
+40
| +2% | +$5.81K | 0.14% | 68 |
|
|
2018
Q4 | $341K | Sell |
2,600
-112
| -4% | -$15.8K | 0.13% | 69 |
|
|
2018
Q3 | $408K | Sell |
2,712
-720
| -21% | -$102K | 0.15% | 59 |
|
|
2018
Q2 | $471K | Buy |
3,432
+59
| +2% | +$7.48K | 0.18% | 55 |
|
|
2018
Q1 | $390K | Hold |
3,373
| – | – | 0.16% | 60 |
|
|
2017
Q4 | $395K | Buy |
+3,373
| New | +$386K | 0.16% | 56 |
|
Other funds holding ADP
VCM
VPM
Legacy Financial Advisors's ADP Position: Q1 2026 in Review
Legacy Financial Advisors reduced its Automatic Data Processing (ADP) stake by 8% in Q1 2026, selling an estimated $58.2K and leaving 2,909 shares worth $591K. The position accounts for 0.08% of the portfolio, ranked #201.
Legacy Financial Advisors first reported a position in ADP in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.2M in Q2 2025. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.
- Legacy Financial Advisors held 2,909 shares of Automatic Data Processing worth $591K as of Q1 2026.
- Legacy Financial Advisors sold 254 Automatic Data Processing shares in Q1 2026, an estimated $58.2K.
- Automatic Data Processing made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #201 holding.
- Legacy Financial Advisors first reported a position in Automatic Data Processing in Q4 2017 and has held it in 32 quarters since.
- Legacy Financial Advisors's Automatic Data Processing position peaked at $1.2M in Q2 2025.
- 2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.