OFS
ADP icon

OneAscent Financial Services’s Automatic Data Processing ADP Stock Holding History

OneAscent 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 		$468K Buy
2,303
+375
+19% +$86K 0.03% 361
2025
Q4 		$496K Sell
1,928
-221
-10% -$58.8K 0.05% 256
2025
Q3 		$631K Sell
2,149
-96
-4% -$28.9K 0.08% 195
2025
Q2 		$693K Sell
2,245
-2,807
-56% -$862K 0.05% 248
2025
Q1 		$1.55M Buy
5,052
+3,087
+157% +$931K 0.1% 144
2024
Q4 		$576K Buy
+1,965
New +$581K 0.05% 233

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

OneAscent Financial Services's ADP Position: Q1 2026 in Review

OneAscent Financial Services increased its Automatic Data Processing (ADP) stake by 19% in Q1 2026, buying an estimated $86K and bringing the position to 2,303 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #361.

OneAscent Financial Services first reported a position in ADP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.55M in Q1 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • OneAscent Financial Services held 2,303 shares of Automatic Data Processing worth $468K as of Q1 2026.
  • OneAscent Financial Services bought 375 Automatic Data Processing shares in Q1 2026, an estimated $86K.
  • Automatic Data Processing made up 0.03% of OneAscent Financial Services's portfolio in Q1 2026, its #361 holding.
  • OneAscent Financial Services first reported a position in Automatic Data Processing in Q4 2024 and has held it in 6 quarters since.
  • OneAscent Financial Services's Automatic Data Processing position peaked at $1.55M in Q1 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

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