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Private Wealth Asset Management’s Automatic Data Processing ADP Stock Holding History

Private Wealth Asset Management’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 		$1.32M Buy
6,509
+870
+15% +$199K 0.14% 103
2025
Q4 		$1.45M Hold
5,639
– – 0.16% 96
2025
Q3 		$1.66M Buy
5,639
+367
+7% +$110K 0.2% 79
2025
Q2 		$1.63M Sell
5,272
-64
-1% -$19.7K 0.22% 75
2025
Q1 		$1.63M Buy
+5,336
New +$1.61M 0.23% 73

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

Private Wealth Asset Management's ADP Position: Q1 2026 in Review

Private Wealth Asset Management increased its Automatic Data Processing (ADP) stake by 15% in Q1 2026, buying an estimated $199K and bringing the position to 6,509 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #103.

Private Wealth Asset Management first reported a position in ADP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.66M in Q3 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Private Wealth Asset Management held 6,509 shares of Automatic Data Processing worth $1.32M as of Q1 2026.
  • Private Wealth Asset Management bought 870 Automatic Data Processing shares in Q1 2026, an estimated $199K.
  • Automatic Data Processing made up 0.14% of Private Wealth Asset Management's portfolio in Q1 2026, its #103 holding.
  • Private Wealth Asset Management first reported a position in Automatic Data Processing in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Automatic Data Processing position peaked at $1.66M in Q3 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.