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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 $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.