Novak & Powell Financial Services’s Automatic Data Processing ADP Stock Holding History

Novak & Powell Financial Services’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	$300K	Buy	1,475 +4	+0.3%	+$917	0.16%	124
2025 Q4	$378K	Buy	1,471 +3	+0.2%	+$799	0.2%	100
2025 Q3	$431K	Buy	1,468 +3	+0.2%	+$903	0.23%	87
2025 Q2	$452K	Buy	1,465 +3	+0.2%	+$921	0.31%	75
2025 Q1	$447K	Buy	1,462 +3	+0.2%	+$905	0.28%	80
2024 Q4	$427K	Buy	1,459 +3	+0.2%	+$887	0.25%	84
2024 Q3	$403K	Buy	1,456 +4	+0.3%	+$1.05K	0.23%	91
2024 Q2	$346K	Buy	1,452 +5	+0.3%	+$1.23K	0.22%	95
2024 Q1	$361K	Buy	1,447 +4	+0.3%	+$977	0.27%	87
2023 Q4	$336K	Buy	+1,443	New	+$336K	0.22%	95

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

Novak & Powell Financial Services's ADP Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Automatic Data Processing (ADP) stake by 0.27% in Q1 2026, buying an estimated $917 and bringing the position to 1,475 shares worth $300K. The position accounts for 0.16% of the portfolio, ranked #124.

Novak & Powell Financial Services first reported a position in ADP in Q4 2023 and has held it in 10 quarters since. The position peaked at $452K in Q2 2025. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Novak & Powell Financial Services held 1,475 shares of Automatic Data Processing worth $300K as of Q1 2026.
Novak & Powell Financial Services bought 4 Automatic Data Processing shares in Q1 2026, an estimated $917.
Automatic Data Processing made up 0.16% of Novak & Powell Financial Services's portfolio in Q1 2026, its #124 holding.
Novak & Powell Financial Services first reported a position in Automatic Data Processing in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Automatic Data Processing position peaked at $452K in Q2 2025.
2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.