Optima Capital’s Automatic Data Processing ADP Stock Holding History

Optima Capital’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	–	Sell	-166	Closed	-$42.8K	–	175
2025 Q4	$42.8K	Buy	+166	New	+$44.2K	0.02%	327

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

Optima Capital's ADP Position: Q1 2026 in Review

Optima Capital sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 166 shares — an estimated $42.8K sold.

Optima Capital first reported a position in ADP in Q4 2025 and held it in 1 quarter. The position peaked at $42.8K in Q4 2025. 2,266 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Optima Capital reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 166 Automatic Data Processing shares in Q1 2026, an estimated $42.8K.
Optima Capital first reported a position in Automatic Data Processing in Q4 2025 and held it in 1 quarter.
Optima Capital's Automatic Data Processing position peaked at $42.8K in Q4 2025.
2,266 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.