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Medallion Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Medallion Wealth 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 		$71.7K Hold
353
– – 0.02% 411
2025
Q4 		$90.8K Hold
353
– – 0.03% 369
2025
Q3 		$104K Hold
353
– – 0.04% 349
2025
Q2 		$109K Hold
353
– – 0.04% 333
2025
Q1 		$108K Hold
353
– – 0.05% 295
2024
Q4 		$105K Buy
+353
New +$104K 0.05% 286

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

Medallion Wealth Advisors's ADP Position: Q1 2026 in Review

Medallion Wealth Advisors held its Automatic Data Processing (ADP) position steady in Q1 2026 at 353 shares worth $71.7K. The position accounts for 0.02% of the portfolio, ranked #411.

Medallion Wealth Advisors first reported a position in ADP in Q4 2024 and has held it in 6 quarters since. The position peaked at $109K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Medallion Wealth Advisors held 353 shares of Automatic Data Processing worth $71.7K as of Q1 2026.
  • Medallion Wealth Advisors left its Automatic Data Processing share count unchanged in Q1 2026.
  • Automatic Data Processing made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #411 holding.
  • Medallion Wealth Advisors first reported a position in Automatic Data Processing in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Automatic Data Processing position peaked at $109K in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.