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Pinnacle Wealth Management Advisory Group’s Automatic Data Processing ADP Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$1.35M Sell
6,630
-4,140
-38% -$949K 0.09% 148
2025
Q4 		$2.77M Sell
10,770
-259
-2% -$68.9K 0.19% 95
2025
Q3 		$3.24M Sell
11,029
-27
-0.2% -$8.13K 0.24% 85
2025
Q2 		$3.41M Buy
11,056
+381
+4% +$117K 0.28% 72
2025
Q1 		$3.26M Sell
10,675
-1,087
-9% -$328K 0.3% 72
2024
Q4 		$3.44M Buy
11,762
+6,966
+145% +$2.06M 0.32% 69
2024
Q3 		$1.33M Sell
4,796
-53
-1% -$13.9K 0.13% 112
2024
Q2 		$1.16M Buy
4,849
+20
+0.4% +$4.91K 0.12% 124
2024
Q1 		$1.21M Sell
4,829
-40
-0.8% -$9.77K 0.13% 115
2023
Q4 		$1.13M Sell
4,869
-97
-2% -$22.6K 0.13% 113
2023
Q3 		$1.19M Buy
4,966
+314
+7% +$76.6K 0.15% 100
2023
Q2 		$1.02M Sell
4,652
-606
-12% -$131K 0.13% 115
2023
Q1 		$1.17M Sell
5,258
-125
-2% -$28.2K 0.16% 107
2022
Q4 		$1.29M Buy
5,383
+136
+3% +$33.4K 0.19% 100
2022
Q3 		$1.19M Buy
5,247
+643
+14% +$152K 0.2% 91
2022
Q2 		$967K Buy
4,604
+433
+10% +$94.9K 0.16% 110
2022
Q1 		$949K Hold
4,171
– – 0.14% 122
2021
Q4 		$1.03M Buy
4,171
+2,947
+241% +$667K 0.17% 116
2021
Q3 		$245K Hold
1,224
– – 0.06% 195
2021
Q2 		$243K Hold
1,224
– – 0.06% 196
2021
Q1 		$231K Sell
1,224
-527
-30% -$91.5K 0.06% 174
2020
Q4 		$309K Buy
1,751
+92
+6% +$15.1K 0.09% 144
2020
Q3 		$231K Buy
1,659
+209
+14% +$29.3K 0.08% 160
2020
Q2 		$216K Sell
1,450
-45
-3% -$6.45K 0.08% 167
2020
Q1 		$204K Buy
1,495
+45
+3% +$7.25K 0.1% 149
2019
Q4 		$247K Hold
1,450
– – 0.09% 161
2019
Q3 		$234K Hold
1,450
– – 0.1% 158
2019
Q2 		$240K Hold
1,450
– – 0.1% 163
2019
Q1 		$232K Buy
+1,450
New +$211K 0.1% 161
2018
Q4 		– Sell
-1,450
Closed -$218K – 161
2018
Q3 		$218K Buy
+1,450
New +$205K 0.11% 143

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

Pinnacle Wealth Management Advisory Group's ADP Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Automatic Data Processing (ADP) stake by 38% in Q1 2026, selling an estimated $949K and leaving 6,630 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #148.

Pinnacle Wealth Management Advisory Group first reported a position in ADP in Q3 2018 and has held it in 30 quarters since. The position peaked at $3.44M in Q4 2024. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 6,630 shares of Automatic Data Processing worth $1.35M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 4,140 Automatic Data Processing shares in Q1 2026, an estimated $949K.
  • Automatic Data Processing made up 0.09% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #148 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Automatic Data Processing in Q3 2018 and has held it in 30 quarters since.
  • Pinnacle Wealth Management Advisory Group's Automatic Data Processing position peaked at $3.44M in Q4 2024.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.