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Regal Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Regal Investment Advisors’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 		$1.63M Sell
8,018
-137
-2% -$31.4K 0.09% 221
2025
Q4 		$2.1M Sell
8,155
-220
-3% -$58.6K 0.13% 186
2025
Q3 		$2.46M Sell
8,375
-397
-5% -$119K 0.16% 154
2025
Q2 		$2.71M Sell
8,772
-397
-4% -$122K 0.2% 130
2025
Q1 		$2.8M Sell
9,169
-7,098
-44% -$2.14M 0.23% 125
2024
Q4 		$4.76M Buy
16,267
+807
+5% +$238K 0.36% 79
2024
Q3 		$4.28M Buy
15,460
+118
+0.8% +$30.9K 0.3% 104
2024
Q2 		$3.66M Buy
15,342
+1,401
+10% +$344K 0.24% 117
2024
Q1 		$3.48M Buy
13,941
+101
+0.7% +$24.7K 0.24% 121
2023
Q4 		$3.22M Buy
13,840
+8
+0.1% +$1.86K 0.24% 121
2023
Q3 		$3.33M Buy
13,832
+483
+4% +$118K 0.28% 100
2023
Q2 		$2.93M Sell
13,349
-281
-2% -$60.6K 0.25% 110
2023
Q1 		$3.03M Buy
13,630
+201
+1% +$45.3K 0.27% 105
2022
Q4 		$3.21M Buy
13,429
+191
+1% +$46.9K 0.31% 90
2022
Q3 		$2.99M Buy
13,238
+390
+3% +$92K 0.32% 84
2022
Q2 		$2.7M Buy
12,848
+211
+2% +$46.2K 0.28% 91
2022
Q1 		$2.88M Buy
12,637
+506
+4% +$108K 0.26% 99
2021
Q4 		$2.99M Buy
12,131
+107
+0.9% +$24.2K 0.26% 95
2021
Q3 		$2.4M Buy
12,024
+701
+6% +$144K 0.23% 110
2021
Q2 		$2.25M Buy
+11,323
New +$2.2M 0.23% 112
2021
Q1 		– Sell
-14,811
Closed -$2.61M – 36
2020
Q4 		$2.61M Buy
+14,811
New +$2.43M 0.3% 87
2020
Q1 		– Sell
-14,737
Closed -$2.51M – 34
2019
Q4 		$2.51M Buy
14,737
+262
+2% +$43.4K 0.45% 66
2019
Q3 		$2.34M Sell
14,475
-584
-4% -$96.4K 0.46% 69
2019
Q2 		$2.49M Buy
15,059
+452
+3% +$73.4K 0.49% 56
2019
Q1 		$2.33M Buy
14,607
+749
+5% +$109K 0.47% 60
2018
Q4 		$1.82M Buy
13,858
+134
+1% +$18.9K 0.4% 77
2018
Q3 		$2.07M Buy
13,724
+2,496
+22% +$353K 0.44% 70
2018
Q2 		$1.51M Sell
11,228
-3,700
-25% -$469K 0.46% 74
2018
Q1 		$1.69M Buy
14,928
+790
+6% +$92.1K 0.37% 88
2017
Q4 		$1.66M Buy
14,138
+1,506
+12% +$172K 0.37% 93
2017
Q3 		$1.38M Buy
12,632
+1,099
+10% +$118K 0.32% 101
2017
Q2 		$1.18M Buy
11,533
+203
+2% +$20.5K 0.29% 104
2017
Q1 		$1.16M Buy
11,330
+1,503
+15% +$153K 0.3% 98
2016
Q4 		$1.01M Buy
9,827
+1,502
+18% +$140K 0.28% 106
2016
Q3 		$734K Buy
8,325
+1,402
+20% +$127K 0.21% 123
2016
Q2 		$636K Sell
6,923
-1,447
-17% -$128K 0.17% 141
2016
Q1 		$751K Buy
8,370
+900
+12% +$75.4K 0.2% 125
2015
Q4 		$632K Buy
7,470
+2,570
+52% +$221K 0.16% 134
2015
Q3 		$393K Sell
4,900
-1,346
-22% -$108K 0.1% 169
2015
Q2 		$501K Buy
6,246
+106
+2% +$9.04K 0.14% 156
2015
Q1 		$526K Sell
6,140
-600
-9% -$51.7K 0.13% 152
2014
Q4 		$562K Sell
6,740
-432
-6% -$35K 0.15% 138
2014
Q3 		$523K Buy
7,172
+1,249
+21% +$90.2K 0.16% 143
2014
Q2 		$412K Sell
5,923
-1,025
-15% -$70K 0.15% 145
2014
Q1 		$471K Buy
6,948
+342
+5% +$23.3K 0.2% 122
2013
Q4 		$469K Sell
6,606
-802
-11% -$53.9K 0.27% 106
2013
Q3 		$474K Buy
7,408
+621
+9% +$39.5K 0.28% 110
2013
Q2 		$413K Buy
+6,787
New +$405K 0.23% 114

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

Regal Investment Advisors's ADP Position: Q1 2026 in Review

Regal Investment Advisors reduced its Automatic Data Processing (ADP) stake by 1.7% in Q1 2026, selling an estimated $31.4K and leaving 8,018 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #221.

Regal Investment Advisors first reported a position in ADP in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.76M in Q4 2024. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Regal Investment Advisors held 8,018 shares of Automatic Data Processing worth $1.63M as of Q1 2026.
  • Regal Investment Advisors sold 137 Automatic Data Processing shares in Q1 2026, an estimated $31.4K.
  • Automatic Data Processing made up 0.09% of Regal Investment Advisors's portfolio in Q1 2026, its #221 holding.
  • Regal Investment Advisors first reported a position in Automatic Data Processing in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's Automatic Data Processing position peaked at $4.76M in Q4 2024.
  • 2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.