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Robertson Stephens Wealth Management’s Automatic Data Processing ADP Stock Holding History

Robertson Stephens Wealth 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 		$443K Buy
2,161
+8
+0.4% +$1.83K 0.01% 440
2025
Q4 		$557K Sell
2,153
-12
-0.6% -$3.19K 0.01% 402
2025
Q3 		$639K Sell
2,165
-91
-4% -$27.4K 0.02% 315
2025
Q2 		$699K Buy
2,256
+147
+7% +$45.2K 0.02% 316
2025
Q1 		$648K Buy
2,109
+9
+0.4% +$2.71K 0.02% 324
2024
Q4 		$618K Buy
2,100
+12
+0.6% +$3.55K 0.02% 331
2024
Q3 		$581K Sell
2,088
-651
-24% -$170K 0.02% 378
2024
Q2 		$658K Buy
2,739
+222
+9% +$54.5K 0.03% 287
2024
Q1 		$632K Sell
2,517
-122
-5% -$29.8K 0.03% 303
2023
Q4 		$619K Buy
2,639
+136
+5% +$31.7K 0.04% 275
2023
Q3 		$605K Sell
2,503
-42
-2% -$10.2K 0.04% 276
2023
Q2 		$563K Sell
2,545
-32
-1% -$6.9K 0.04% 263
2023
Q1 		$597K Buy
2,577
+1,174
+84% +$265K 0.05% 271
2022
Q4 		$337K Buy
1,403
+21
+2% +$5.16K 0.03% 314
2022
Q3 		$312K Buy
1,382
+30
+2% +$7.08K 0.03% 274
2022
Q2 		$285K Sell
1,352
-11
-0.8% -$2.41K 0.03% 299
2022
Q1 		$311K Buy
1,363
+2
+0.1% +$428 0.03% 306
2021
Q4 		$337K Buy
1,361
+233
+21% +$52.8K 0.03% 305
2021
Q3 		$226K Sell
1,128
-329
-23% -$67.8K 0.03% 289
2021
Q2 		$290K Sell
1,457
-331
-19% -$64.3K 0.03% 269
2021
Q1 		$338K Buy
1,788
+532
+42% +$92.3K 0.05% 215
2020
Q4 		$222K Buy
+1,256
New +$206K 0.05% 226

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

Robertson Stephens Wealth Management's ADP Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Automatic Data Processing (ADP) stake by 0.37% in Q1 2026, buying an estimated $1.83K and bringing the position to 2,161 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #440.

Robertson Stephens Wealth Management first reported a position in ADP in Q4 2020 and has held it in 22 quarters since. The position peaked at $699K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Robertson Stephens Wealth Management held 2,161 shares of Automatic Data Processing worth $443K as of Q1 2026.
  • Robertson Stephens Wealth Management bought 8 Automatic Data Processing shares in Q1 2026, an estimated $1.83K.
  • Automatic Data Processing made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #440 holding.
  • Robertson Stephens Wealth Management first reported a position in Automatic Data Processing in Q4 2020 and has held it in 22 quarters since.
  • Robertson Stephens Wealth Management's Automatic Data Processing position peaked at $699K in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.