Phillips Wealth Planners’s Automatic Data Processing ADP Stock Holding History

Phillips Wealth Planners’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	$245K	Sell	1,157 -192	-14%	-$44K	0.18%	178
2025 Q4	$347K	Sell	1,349 -121	-8%	-$32.2K	0.28%	118
2025 Q3	$427K	Buy	1,470 +156	+12%	+$47K	0.35%	91
2025 Q2	$403K	Sell	1,314 -4	-0.3%	-$1.23K	0.37%	95
2025 Q1	$395K	Buy	1,318 +127	+11%	+$38.3K	0.42%	83
2024 Q4	$342K	Buy	1,191 +9	+0.8%	+$2.66K	0.34%	100
2024 Q3	$344K	Sell	1,182 -9	-0.8%	-$2.35K	0.33%	112
2024 Q2	$279K	Sell	1,191 -39	-3%	-$9.57K	0.29%	131
2024 Q1	$300K	Buy	1,230 +67	+6%	+$16.4K	0.35%	110
2023 Q4	$275K	Sell	1,163 -11	-0.9%	-$2.56K	0.33%	112
2023 Q3	$289K	Sell	1,174 -869	-43%	-$212K	0.39%	98
2023 Q2	$449K	Buy	2,043 +28	+1%	+$6.04K	0.59%	61
2023 Q1	$446K	Buy	+2,015	New	+$455K	0.59%	56

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

Phillips Wealth Planners's ADP Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Automatic Data Processing (ADP) stake by 14% in Q1 2026, selling an estimated $44K and leaving 1,157 shares worth $245K. The position accounts for 0.18% of the portfolio, ranked #178.

Phillips Wealth Planners first reported a position in ADP in Q1 2023 and has held it in 13 quarters since. The position peaked at $449K in Q2 2023. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Phillips Wealth Planners held 1,157 shares of Automatic Data Processing worth $245K as of Q1 2026.
Phillips Wealth Planners sold 192 Automatic Data Processing shares in Q1 2026, an estimated $44K.
Automatic Data Processing made up 0.18% of Phillips Wealth Planners's portfolio in Q1 2026, its #178 holding.
Phillips Wealth Planners first reported a position in Automatic Data Processing in Q1 2023 and has held it in 13 quarters since.
Phillips Wealth Planners's Automatic Data Processing position peaked at $449K in Q2 2023.
2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.