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Pinnacle Wealth Planning Services’s Automatic Data Processing ADP Stock Holding History

Pinnacle Wealth Planning Services’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 		$277K Sell
1,361
-307
-18% -$70.4K 0.03% 362
2025
Q4 		$429K Sell
1,668
-149
-8% -$39.7K 0.04% 236
2025
Q3 		$533K Sell
1,817
-28
-2% -$8.43K 0.06% 199
2025
Q2 		$569K Buy
1,845
+230
+14% +$70.6K 0.07% 170
2025
Q1 		$493K Buy
1,615
+81
+5% +$24.4K 0.07% 168
2024
Q4 		$449K Sell
1,534
-968
-39% -$286K 0.07% 172
2024
Q3 		$692K Sell
2,502
-8
-0.3% -$2.09K 0.09% 139
2024
Q2 		$599K Buy
2,510
+517
+26% +$127K 0.09% 151
2024
Q1 		$498K Sell
1,993
-4
-0.2% -$977 0.07% 192
2023
Q4 		$465K Sell
1,997
-6
-0.3% -$1.4K 0.07% 186
2023
Q3 		$482K Sell
2,003
-14
-0.7% -$3.41K 0.08% 169
2023
Q2 		$443K Sell
2,017
-41
-2% -$8.84K 0.07% 186
2023
Q1 		$458K Buy
2,058
+2
+0.1% +$451 0.08% 189
2022
Q4 		$491K Sell
2,056
-8
-0.4% -$1.96K 0.09% 163
2022
Q3 		$467K Buy
2,064
+6
+0.3% +$1.42K 0.09% 153
2022
Q2 		$432K Buy
2,058
+98
+5% +$21.5K 0.08% 174
2022
Q1 		$446K Buy
1,960
+478
+32% +$102K 0.08% 183
2021
Q4 		$365K Buy
1,482
+184
+14% +$41.7K 0.07% 223
2021
Q3 		$259K Sell
1,298
-18
-1% -$3.71K 0.06% 269
2021
Q2 		$262K Buy
1,316
+14
+1% +$2.72K 0.06% 263
2021
Q1 		$245K Buy
1,302
+189
+17% +$32.8K 0.06% 256
2020
Q4 		$196K Buy
+1,113
New +$183K 0.05% 282
2020
Q2 		– Sell
-1,494
Closed -$203K – 269
2020
Q1 		$203K Buy
1,494
+195
+15% +$31.4K 0.1% 193
2019
Q4 		$221K Buy
+1,299
New +$215K 0.1% 194

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 Planning Services's ADP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Automatic Data Processing (ADP) stake by 18% in Q1 2026, selling an estimated $70.4K and leaving 1,361 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #362.

Pinnacle Wealth Planning Services first reported a position in ADP in Q4 2019 and has held it in 24 quarters since. The position peaked at $692K in Q3 2024. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,361 shares of Automatic Data Processing worth $277K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 307 Automatic Data Processing shares in Q1 2026, an estimated $70.4K.
  • Automatic Data Processing made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #362 holding.
  • Pinnacle Wealth Planning Services first reported a position in Automatic Data Processing in Q4 2019 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's Automatic Data Processing position peaked at $692K in Q3 2024.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.