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PDS Planning’s Automatic Data Processing ADP Stock Holding History

PDS Planning’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 		$1.07M Buy
5,271
+583
+12% +$134K 0.07% 130
2025
Q4 		$1.21M Sell
4,688
-225
-5% -$59.9K 0.08% 119
2025
Q3 		$1.44M Buy
4,913
+230
+5% +$69.2K 0.1% 89
2025
Q2 		$1.44M Buy
4,683
+153
+3% +$47K 0.11% 87
2025
Q1 		$1.38M Buy
4,530
+164
+4% +$49.5K 0.12% 85
2024
Q4 		$1.28M Buy
4,366
+664
+18% +$196K 0.11% 82
2024
Q3 		$1.02M Buy
3,702
+47
+1% +$12.3K 0.09% 95
2024
Q2 		$872K Buy
3,655
+88
+2% +$21.6K 0.09% 98
2024
Q1 		$891K Buy
3,567
+122
+4% +$29.8K 0.09% 90
2023
Q4 		$803K Sell
3,445
-78
-2% -$18.2K 0.09% 88
2023
Q3 		$847K Sell
3,523
-14
-0.4% -$3.41K 0.11% 83
2023
Q2 		$777K Buy
3,537
+324
+10% +$69.9K 0.1% 93
2023
Q1 		$715K Buy
3,213
+1,324
+70% +$299K 0.1% 90
2022
Q4 		$451K Buy
1,889
+13
+0.7% +$3.19K 0.07% 105
2022
Q3 		$424K Buy
1,876
+138
+8% +$32.6K 0.08% 95
2022
Q2 		$365K Buy
1,738
+236
+16% +$51.7K 0.07% 118
2022
Q1 		$342K Buy
1,502
+14
+0.9% +$3K 0.06% 132
2021
Q4 		$367K Buy
1,488
+5
+0.3% +$1.13K 0.07% 120
2021
Q3 		$297K Buy
1,483
+96
+7% +$19.8K 0.07% 130
2021
Q2 		$275K Buy
1,387
+65
+5% +$12.6K 0.07% 138
2021
Q1 		$249K Buy
1,322
+269
+26% +$46.7K 0.07% 129
2020
Q4 		$186K Buy
+1,053
New +$173K 0.06% 149
2020
Q3 		– Sell
-1,248
Closed -$186K – 140
2020
Q2 		$186K Buy
+1,248
New +$179K 0.08% 122

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

PDS Planning's ADP Position: Q1 2026 in Review

PDS Planning increased its Automatic Data Processing (ADP) stake by 12% in Q1 2026, buying an estimated $134K and bringing the position to 5,271 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #130.

PDS Planning first reported a position in ADP in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q2 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • PDS Planning held 5,271 shares of Automatic Data Processing worth $1.07M as of Q1 2026.
  • PDS Planning bought 583 Automatic Data Processing shares in Q1 2026, an estimated $134K.
  • Automatic Data Processing made up 0.07% of PDS Planning's portfolio in Q1 2026, its #130 holding.
  • PDS Planning first reported a position in Automatic Data Processing in Q2 2020 and has held it in 23 quarters since.
  • PDS Planning's Automatic Data Processing position peaked at $1.44M in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.