PIA
ADP icon

Perennial Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Perennial Investment 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 		$279K Sell
1,371
-85
-6% -$19.5K 0.02% 412
2025
Q4 		$374K Buy
1,456
+9
+0.6% +$2.4K 0.03% 329
2025
Q3 		$425K Sell
1,447
-13
-0.9% -$3.91K 0.04% 287
2025
Q2 		$450K Buy
1,460
+294
+25% +$90.3K 0.04% 271
2025
Q1 		$356K Sell
1,166
-184
-14% -$55.5K 0.04% 284
2024
Q4 		$395K Buy
1,350
+1
+0.1% +$296 0.05% 253
2024
Q3 		$373K Sell
1,349
-3
-0.2% -$785 0.05% 257
2024
Q2 		$323K Buy
1,352
+10
+0.7% +$2.46K 0.05% 270
2024
Q1 		$335K Sell
1,342
-1
-0.1% -$244 0.05% 243
2023
Q4 		$313K Sell
1,343
-9
-0.7% -$2.1K 0.05% 238
2023
Q3 		$325K Buy
1,352
+111
+9% +$27.1K 0.06% 229
2023
Q2 		$273K Sell
1,241
-4
-0.3% -$862 0.05% 267
2023
Q1 		$277K Buy
+1,245
New +$281K 0.05% 252

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

Perennial Investment Advisors's ADP Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Automatic Data Processing (ADP) stake by 5.8% in Q1 2026, selling an estimated $19.5K and leaving 1,371 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #412.

Perennial Investment Advisors first reported a position in ADP in Q1 2023 and has held it in 13 quarters since. The position peaked at $450K in Q2 2025. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Perennial Investment Advisors held 1,371 shares of Automatic Data Processing worth $279K as of Q1 2026.
  • Perennial Investment Advisors sold 85 Automatic Data Processing shares in Q1 2026, an estimated $19.5K.
  • Automatic Data Processing made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #412 holding.
  • Perennial Investment Advisors first reported a position in Automatic Data Processing in Q1 2023 and has held it in 13 quarters since.
  • Perennial Investment Advisors's Automatic Data Processing position peaked at $450K in Q2 2025.
  • 2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.