Modern Wealth Management’s Automatic Data Processing ADP Stock Holding History

Modern 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	$803K	Buy	3,988 +302	+8%	+$69.2K	0.01%	470
2025 Q4	$948K	Sell	3,686 -74	-2%	-$19.7K	0.02%	411
2025 Q3	$1.1M	Sell	3,760 -91	-2%	-$27.4K	0.02%	374
2025 Q2	$1.19M	Buy	3,851 +80	+2%	+$24.6K	0.03%	337
2025 Q1	$1.15M	Buy	3,771 +562	+18%	+$170K	0.04%	287
2024 Q4	$939K	Buy	3,209 +1,784	+125%	+$527K	0.04%	263
2024 Q3	$394K	Buy	1,425 +97	+7%	+$25.4K	0.02%	291
2024 Q2	$317K	Buy	+1,328	New	+$326K	0.02%	298

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

Modern Wealth Management's ADP Position: Q1 2026 in Review

Modern Wealth Management increased its Automatic Data Processing (ADP) stake by 8.2% in Q1 2026, buying an estimated $69.2K and bringing the position to 3,988 shares worth $803K. The position accounts for 0.01% of the portfolio, ranked #470.

Modern Wealth Management first reported a position in ADP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q2 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Modern Wealth Management held 3,988 shares of Automatic Data Processing worth $803K as of Q1 2026.
Modern Wealth Management bought 302 Automatic Data Processing shares in Q1 2026, an estimated $69.2K.
Automatic Data Processing made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #470 holding.
Modern Wealth Management first reported a position in Automatic Data Processing in Q2 2024 and has held it in 8 quarters since.
Modern Wealth Management's Automatic Data Processing position peaked at $1.19M in Q2 2025.
2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.