MSWM
ADP icon

Mowery & Schoenfeld Wealth Management’s Automatic Data Processing ADP Stock Holding History

Mowery & Schoenfeld 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 		$6.91K Sell
34
-284
-89% -$65.1K 0.01% 249
2025
Q4 		$81.8K Buy
318
+206
+184% +$54.8K 0.12% 105
2025
Q3 		$32.9K Sell
112
-16
-13% -$4.82K 0.06% 147
2025
Q2 		$39.5K Hold
128
– – 0.06% 129
2025
Q1 		$39.1K Hold
128
– – 0.08% 151
2024
Q4 		$37.5K Buy
+128
New +$37.8K 0.07% 126

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

Mowery & Schoenfeld Wealth Management's ADP Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Automatic Data Processing (ADP) stake by 89% in Q1 2026, selling an estimated $65.1K and leaving 34 shares worth $6.91K. The position accounts for 0.01% of the portfolio, ranked #249.

Mowery & Schoenfeld Wealth Management first reported a position in ADP in Q4 2024 and has held it in 6 quarters since. The position peaked at $81.8K in Q4 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 34 shares of Automatic Data Processing worth $6.91K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 284 Automatic Data Processing shares in Q1 2026, an estimated $65.1K.
  • Automatic Data Processing made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #249 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Automatic Data Processing in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's Automatic Data Processing position peaked at $81.8K in Q4 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.