Perfromance Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Perfromance Wealth Partners’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	$349K	Sell	1,719 -39	-2%	-$8.94K	0.01%	151
2025 Q4	$452K	Sell	1,758 -2	-0.1%	-$532	0.01%	130
2025 Q3	$517K	Hold	1,760	–	–	0.01%	113
2025 Q2	$543K	Sell	1,760 -4	-0.2%	-$1.23K	0.02%	103
2025 Q1	$539K	Sell	1,764 -29	-2%	-$8.75K	0.02%	89
2024 Q4	$525K	Sell	1,793 -24	-1%	-$7.09K	0.02%	94
2024 Q3	$503K	Buy	1,817 +116	+7%	+$30.3K	0.02%	103
2024 Q2	$406K	Sell	1,701 -100	-6%	-$24.6K	0.02%	97
2024 Q1	$450K	Hold	1,801	–	–	0.02%	101
2023 Q4	$420K	Hold	1,801	–	–	0.02%	112
2023 Q3	$433K	Hold	1,801	–	–	0.02%	114
2023 Q2	$396K	Hold	1,801	–	–	0.02%	131
2023 Q1	$401K	Sell	1,801 -46	-2%	-$10.4K	0.02%	126
2022 Q4	$441K	Sell	1,847 -129	-7%	-$31.7K	0.03%	109
2022 Q3	$447K	Hold	1,976	–	–	0.03%	105
2022 Q2	$415K	Buy	1,976 +175	+10%	+$38.3K	0.02%	108
2022 Q1	$410K	Hold	1,801	–	–	0.02%	118
2021 Q4	$444K	Buy	+1,801	New	+$408K	0.02%	120

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

Perfromance Wealth Partners's ADP Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its Automatic Data Processing (ADP) stake by 2.2% in Q1 2026, selling an estimated $8.94K and leaving 1,719 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #151.

Perfromance Wealth Partners first reported a position in ADP in Q4 2021 and has held it in 18 quarters since. The position peaked at $543K in Q2 2025. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Perfromance Wealth Partners held 1,719 shares of Automatic Data Processing worth $349K as of Q1 2026.
Perfromance Wealth Partners sold 39 Automatic Data Processing shares in Q1 2026, an estimated $8.94K.
Automatic Data Processing made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #151 holding.
Perfromance Wealth Partners first reported a position in Automatic Data Processing in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's Automatic Data Processing position peaked at $543K in Q2 2025.
2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.