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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
2019
Q2 		– Sell
-400
Closed -$64K – 319
2019
Q1 		$64K Buy
+400
New +$58.1K 0.01% 312

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Regal Investment Advisors's ADP Position: Q2 2026 in Review

Regal Investment Advisors reduced its Automatic Data Processing (ADP) stake by 6.4% in Q2 2026, selling an estimated $110K and leaving 7,505 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #230.

Regal Investment Advisors first reported a position in ADP in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.76M in Q4 2024. 2,288 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Regal Investment Advisors held 7,505 shares of Automatic Data Processing worth $1.68M as of Q2 2026.
  • Regal Investment Advisors sold 513 Automatic Data Processing shares in Q2 2026, an estimated $110K.
  • Automatic Data Processing made up 0.09% of Regal Investment Advisors's portfolio in Q2 2026, its #230 holding.
  • Regal Investment Advisors first reported a position in Automatic Data Processing in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Automatic Data Processing position peaked at $4.76M in Q4 2024.
  • 2,288 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.