OneAscent Family Office’s Automatic Data Processing ADP Stock Holding History

OneAscent Family Office’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	$391K	Buy	1,924 +253	+15%	+$58K	0.27%	90
2025 Q4	$430K	Buy	1,671 +335	+25%	+$89.2K	0.29%	86
2025 Q3	$392K	Buy	1,336 +98	+8%	+$29.5K	0.32%	81
2025 Q2	$382K	Sell	1,238 -444	-26%	-$136K	0.36%	67
2025 Q1	$514K	Buy	1,682 +610	+57%	+$184K	0.48%	62
2024 Q4	$314K	Buy	+1,072	New	+$317K	0.57%	44

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

OneAscent Family Office's ADP Position: Q1 2026 in Review

OneAscent Family Office increased its Automatic Data Processing (ADP) stake by 15% in Q1 2026, buying an estimated $58K and bringing the position to 1,924 shares worth $391K. The position accounts for 0.27% of the portfolio, ranked #90.

OneAscent Family Office first reported a position in ADP in Q4 2024 and has held it in 6 quarters since. The position peaked at $514K in Q1 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

OneAscent Family Office held 1,924 shares of Automatic Data Processing worth $391K as of Q1 2026.
OneAscent Family Office bought 253 Automatic Data Processing shares in Q1 2026, an estimated $58K.
Automatic Data Processing made up 0.27% of OneAscent Family Office's portfolio in Q1 2026, its #90 holding.
OneAscent Family Office first reported a position in Automatic Data Processing in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's Automatic Data Processing position peaked at $514K in Q1 2025.
2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.