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McKinley Carter Wealth Services’s Automatic Data Processing ADP Stock Holding History

McKinley Carter Wealth Services’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 		$2.36M Buy
11,637
+5
+0% +$1.15K 0.14% 114
2025
Q4 		$2.99M Buy
11,632
+230
+2% +$61.2K 0.17% 101
2025
Q3 		$3.35M Sell
11,402
-60
-0.5% -$18.1K 0.18% 90
2025
Q2 		$3.53M Sell
11,462
-251
-2% -$77.1K 0.2% 84
2025
Q1 		$3.58M Buy
11,713
+333
+3% +$100K 0.22% 79
2024
Q4 		$3.33M Sell
11,380
-74
-0.6% -$21.9K 0.2% 80
2024
Q3 		$3.17M Buy
11,454
+315
+3% +$82.4K 0.19% 92
2024
Q2 		$2.66M Sell
11,139
-56
-0.5% -$13.7K 0.17% 98
2024
Q1 		$2.8M Buy
11,195
+168
+2% +$41K 0.19% 96
2023
Q4 		$2.57M Buy
11,027
+108
+1% +$25.2K 0.19% 93
2023
Q3 		$2.63M Sell
10,919
-54
-0.5% -$13.2K 0.21% 87
2023
Q2 		$2.41M Buy
10,973
+197
+2% +$42.5K 0.18% 95
2023
Q1 		$2.4M Buy
10,776
+291
+3% +$65.6K 0.19% 93
2022
Q4 		$2.5M Buy
10,485
+290
+3% +$71.2K 0.21% 86
2022
Q3 		$2.31M Sell
10,195
-774
-7% -$183K 0.21% 79
2022
Q2 		$2.3M Buy
10,969
+325
+3% +$71.2K 0.2% 83
2022
Q1 		$2.42M Buy
10,644
+677
+7% +$145K 0.19% 89
2021
Q4 		$2.46M Sell
9,967
-231
-2% -$52.3K 0.18% 94
2021
Q3 		$2.04M Buy
10,198
+119
+1% +$24.5K 0.17% 101
2021
Q2 		$2M Buy
10,079
+225
+2% +$43.7K 0.17% 101
2021
Q1 		$1.86M Buy
9,854
+1,159
+13% +$201K 0.16% 111
2020
Q4 		$1.53M Buy
8,695
+3,227
+59% +$530K 0.2% 103
2020
Q3 		$763K Buy
5,468
+1,194
+28% +$167K 0.17% 85
2020
Q2 		$636K Buy
+4,274
New +$612K 0.16% 86
2018
Q2 		– Sell
-164
Closed -$19K – 160
2018
Q1 		$19K Buy
+164
New +$19.1K 0.01% 329

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

McKinley Carter Wealth Services's ADP Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Automatic Data Processing (ADP) stake by 0.04% in Q1 2026, buying an estimated $1.15K and bringing the position to 11,637 shares worth $2.36M. The position accounts for 0.14% of the portfolio, ranked #114.

McKinley Carter Wealth Services first reported a position in ADP in Q1 2018 and has held it in 25 quarters since. The position peaked at $3.58M in Q1 2025. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • McKinley Carter Wealth Services held 11,637 shares of Automatic Data Processing worth $2.36M as of Q1 2026.
  • McKinley Carter Wealth Services bought 5 Automatic Data Processing shares in Q1 2026, an estimated $1.15K.
  • Automatic Data Processing made up 0.14% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #114 holding.
  • McKinley Carter Wealth Services first reported a position in Automatic Data Processing in Q1 2018 and has held it in 25 quarters since.
  • McKinley Carter Wealth Services's Automatic Data Processing position peaked at $3.58M in Q1 2025.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.