Moneta Group Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.55M Sell
12,561
-334
-3% -$76.6K 0.02% 242
2025
Q4
$3.32M Sell
12,895
-155
-1% -$41.3K 0.03% 213
2025
Q3
$3.83M Buy
13,050
+2,747
+27% +$827K 0.03% 188
2025
Q2
$3.18M Buy
10,303
+343
+3% +$105K 0.04% 177
2025
Q1
$3.04M Sell
9,960
-116
-1% -$35K 0.04% 165
2024
Q4
$2.95M Buy
10,076
+792
+9% +$234K 0.04% 169
2024
Q3
$2.57M Buy
9,284
+185
+2% +$48.4K 0.04% 176
2024
Q2
$2.17M Buy
9,099
+554
+6% +$136K 0.03% 180
2024
Q1
$2.13M Buy
8,545
+464
+6% +$113K 0.03% 184
2023
Q4
$1.88M Buy
8,081
+98
+1% +$22.8K 0.04% 175
2023
Q3
$1.92M Buy
7,983
+294
+4% +$71.7K 0.04% 164
2023
Q2
$1.69M Buy
7,689
+453
+6% +$97.7K 0.04% 179
2023
Q1
$1.61M Sell
7,236
-392
-5% -$88.4K 0.04% 183
2022
Q4
$1.72M Buy
7,628
+453
+6% +$111K 0.05% 161
2022
Q3
$1.62M Sell
7,175
-2,004
-22% -$473K 0.06% 149
2022
Q2
$1.93M Buy
9,179
+1,655
+22% +$363K 0.07% 146
2022
Q1
$1.71M Buy
7,524
+618
+9% +$132K 0.07% 150
2021
Q4
$1.7M Buy
6,906
+78
+1% +$17.7K 0.07% 148
2021
Q3
$1.36M Buy
6,828
+102
+2% +$21K 0.06% 155
2021
Q2
$1.34M Buy
6,726
+2,067
+44% +$402K 0.06% 167
2021
Q1
$878K Buy
4,659
+482
+12% +$83.7K 0.05% 189
2020
Q4
$736K Buy
4,177
+1,188
+40% +$195K 0.05% 165
2020
Q3
$417K Buy
2,989
+524
+21% +$73.4K 0.04% 186
2020
Q2
$367K Sell
2,465
-271
-10% -$38.8K 0.03% 193
2020
Q1
$374K Sell
2,736
-132
-5% -$21.3K 0.04% 177
2019
Q4
$489K Sell
2,868
-440
-13% -$72.9K 0.04% 172
2019
Q3
$534K Buy
3,308
+713
+27% +$118K 0.05% 159
2019
Q2
$429K Buy
2,595
+1,068
+70% +$174K 0.04% 165
2019
Q1
$244K Sell
1,527
-486
-24% -$70.6K 0.03% 193
2018
Q4
$264K Buy
2,013
+270
+15% +$38.1K 0.03% 182
2018
Q3
$263K Sell
1,743
-6,648
-79% -$940K 0.03% 190
2018
Q2
$1.13M Buy
8,391
+7,391
+739% +$937K 0.13% 99
2018
Q1
$113K Sell
1,000
-2,204
-69% -$257K 0.02% 229
2017
Q4
$375K Sell
3,204
-28
-0.9% -$3.2K 0.06% 145
2017
Q3
$353K Buy
+3,232
New +$346K 0.05% 147

Other funds holding ADP

Moneta Group Investment Advisors's ADP Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Automatic Data Processing (ADP) stake by 2.6% in Q1 2026, selling an estimated $76.6K and leaving 12,561 shares worth $2.55M. The position accounts for 0.02% of the portfolio, ranked #242.

Moneta Group Investment Advisors first reported a position in ADP in Q3 2017 and has held it in 35 quarters since. The position peaked at $3.83M in Q3 2025. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Moneta Group Investment Advisors held 12,561 shares of Automatic Data Processing worth $2.55M as of Q1 2026.
  • Moneta Group Investment Advisors sold 334 Automatic Data Processing shares in Q1 2026, an estimated $76.6K.
  • Automatic Data Processing made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #242 holding.
  • Moneta Group Investment Advisors first reported a position in Automatic Data Processing in Q3 2017 and has held it in 35 quarters since.
  • Moneta Group Investment Advisors's Automatic Data Processing position peaked at $3.83M in Q3 2025.
  • 2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.