Measured Wealth Private Client Group’s Automatic Data Processing ADP Stock Holding History

Measured Wealth Private Client Group’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	$290K	Sell	1,427 -5	-0.3%	-$1.15K	0.08%	145
2025 Q4	$368K	Hold	1,432	–	–	0.1%	125
2025 Q3	$420K	Hold	1,432	–	–	0.11%	111
2025 Q2	$442K	Hold	1,432	–	–	0.13%	109
2025 Q1	$438K	Hold	1,432	–	–	0.14%	100
2024 Q4	$419K	Hold	1,432	–	–	0.14%	98
2024 Q3	$396K	Sell	1,432 -283	-17%	-$74K	0.13%	102
2024 Q2	$409K	Buy	1,715 +19	+1%	+$4.67K	0.14%	114
2024 Q1	$424K	Hold	1,696	–	–	0.15%	109
2023 Q4	$395K	Hold	1,696	–	–	0.15%	110
2023 Q3	$408K	Buy	1,696 +5	+0.3%	+$1.22K	0.16%	99
2023 Q2	$372K	Hold	1,691	–	–	0.14%	121
2023 Q1	$376K	Hold	1,691	–	–	0.15%	111
2022 Q4	$404K	Hold	1,691	–	–	0.17%	86
2022 Q3	$382K	Hold	1,691	–	–	0.17%	74
2022 Q2	$355K	Buy	1,691 +15	+0.9%	+$3.29K	0.16%	97
2022 Q1	$381K	Hold	1,676	–	–	0.14%	85
2021 Q4	$413K	Hold	1,676	–	–	0.15%	90
2021 Q3	$335K	Sell	1,676 -262	-14%	-$54K	0.13%	107
2021 Q2	$385K	Buy	1,938 +15	+0.8%	+$2.92K	0.12%	108
2021 Q1	$362K	Hold	1,923	–	–	0.13%	99
2020 Q4	$339K	Sell	1,923 -250	-12%	-$41.1K	0.14%	85
2020 Q3	$303K	Buy	+2,173	New	+$305K	0.15%	88
2019 Q2	–	Sell	-1,712	Closed	-$273K	–	202
2019 Q1	$273K	Buy	+1,712	New	+$249K	0.17%	135
2018 Q4	–	Sell	-1,320	Closed	-$198K	–	109
2018 Q3	$198K	Buy	+1,320	New	+$187K	0.12%	151

Other funds holding ADP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Measured Wealth Private Client Group's ADP Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Automatic Data Processing (ADP) stake by 0.35% in Q1 2026, selling an estimated $1.15K and leaving 1,427 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #145.

Measured Wealth Private Client Group first reported a position in ADP in Q3 2018 and has held it in 25 quarters since. The position peaked at $442K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Measured Wealth Private Client Group held 1,427 shares of Automatic Data Processing worth $290K as of Q1 2026.
Measured Wealth Private Client Group sold 5 Automatic Data Processing shares in Q1 2026, an estimated $1.15K.
Automatic Data Processing made up 0.08% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #145 holding.
Measured Wealth Private Client Group first reported a position in Automatic Data Processing in Q3 2018 and has held it in 25 quarters since.
Measured Wealth Private Client Group's Automatic Data Processing position peaked at $442K in Q2 2025.
2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.