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Lifeworks Advisors’s Automatic Data Processing ADP Stock Holding History

Lifeworks Advisors’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 		$3.57M Buy
17,558
+3,673
+26% +$842K 0.46% 71
2025
Q4 		$3.57M Buy
13,885
+12,716
+1,088% +$3.38M 0.46% 73
2025
Q3 		$343K Buy
+1,169
New +$352K 0.05% 239

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

Lifeworks Advisors's ADP Position: Q1 2026 in Review

Lifeworks Advisors increased its Automatic Data Processing (ADP) stake by 26% in Q1 2026, buying an estimated $842K and bringing the position to 17,558 shares worth $3.57M. The position accounts for 0.46% of the portfolio, ranked #71.

Lifeworks Advisors first reported a position in ADP in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.57M in Q4 2025. 2,267 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Lifeworks Advisors held 17,558 shares of Automatic Data Processing worth $3.57M as of Q1 2026.
  • Lifeworks Advisors bought 3,673 Automatic Data Processing shares in Q1 2026, an estimated $842K.
  • Automatic Data Processing made up 0.46% of Lifeworks Advisors's portfolio in Q1 2026, its #71 holding.
  • Lifeworks Advisors first reported a position in Automatic Data Processing in Q3 2025 and has held it in 3 quarters since.
  • Lifeworks Advisors's Automatic Data Processing position peaked at $3.57M in Q4 2025.
  • 2,267 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.