MGWM
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Marks Group Wealth Management’s Automatic Data Processing ADP Stock Holding History

Marks Group Wealth Management’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 		$5.09M Sell
25,053
-596
-2% -$137K 0.49% 81
2025
Q4 		$6.6M Sell
25,649
-2,597
-9% -$691K 0.63% 58
2025
Q3 		$8.29M Sell
28,246
-1,037
-4% -$312K 0.77% 52
2025
Q2 		$9.03M Sell
29,283
-661
-2% -$203K 0.84% 42
2025
Q1 		$9.15M Sell
29,944
-249
-0.8% -$75.1K 0.88% 31
2024
Q4 		$8.84M Sell
30,193
-1,232
-4% -$364K 0.87% 38
2024
Q3 		$8.7M Buy
31,425
+263
+0.8% +$68.8K 0.83% 46
2024
Q2 		$7.44M Buy
31,162
+568
+2% +$139K 0.78% 57
2024
Q1 		$7.64M Buy
30,594
+13,362
+78% +$3.26M 0.8% 54
2023
Q4 		$4.01M Buy
+17,232
New +$4.01M 0.46% 78
2021
Q2 		– Sell
-30,116
Closed -$5.69M – 270
2021
Q1 		$5.69M Sell
30,116
-1,948
-6% -$338K 0.84% 35
2020
Q4 		$5.65M Sell
32,064
-786
-2% -$129K 0.88% 27
2020
Q3 		$4.58M Buy
32,850
+3,885
+13% +$544K 0.83% 45
2020
Q2 		$4.32M Buy
+28,965
New +$4.15M 0.88% 40

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

Marks Group Wealth Management's ADP Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Automatic Data Processing (ADP) stake by 2.3% in Q1 2026, selling an estimated $137K and leaving 25,053 shares worth $5.09M. The position accounts for 0.49% of the portfolio, ranked #81.

Marks Group Wealth Management first reported a position in ADP in Q2 2020 and has held it in 14 quarters since. The position peaked at $9.15M in Q1 2025. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Marks Group Wealth Management held 25,053 shares of Automatic Data Processing worth $5.09M as of Q1 2026.
  • Marks Group Wealth Management sold 596 Automatic Data Processing shares in Q1 2026, an estimated $137K.
  • Automatic Data Processing made up 0.49% of Marks Group Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Marks Group Wealth Management first reported a position in Automatic Data Processing in Q2 2020 and has held it in 14 quarters since.
  • Marks Group Wealth Management's Automatic Data Processing position peaked at $9.15M in Q1 2025.
  • 2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.