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Peak Financial Advisors’s Automatic Data Processing ADP Stock Holding History

Peak Financial Advisors’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
-2,303
Closed -$592K – 71
2025
Q4 		$592K Sell
2,303
-5,565
-71% -$1.48M 0.27% 64
2025
Q3 		$2.31M Buy
+7,868
New +$2.37M 1.11% 29

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

Peak Financial Advisors's ADP Position: Q1 2026 in Review

Peak Financial Advisors sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 2,303 shares — an estimated $592K sold.

Peak Financial Advisors first reported a position in ADP in Q3 2025 and held it in 2 quarters. The position peaked at $2.31M in Q3 2025. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Peak Financial Advisors reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 2,303 Automatic Data Processing shares in Q1 2026, an estimated $592K.
  • Peak Financial Advisors first reported a position in Automatic Data Processing in Q3 2025 and held it in 2 quarters.
  • Peak Financial Advisors's Automatic Data Processing position peaked at $2.31M in Q3 2025.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.