SMA
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Sage Mountain Advisors’s Automatic Data Processing ADP Stock Holding History

Sage Mountain 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 		– Sell
-2,677
Closed -$689K – 289
2025
Q4 		$689K Buy
2,677
+437
+20% +$116K 0.04% 222
2025
Q3 		$657K Sell
2,240
-223
-9% -$67.1K 0.04% 220
2025
Q2 		$759K Buy
2,463
+521
+27% +$160K 0.05% 178
2025
Q1 		$593K Buy
1,942
+484
+33% +$146K 0.04% 196
2024
Q4 		$427K Sell
1,458
-384
-21% -$113K 0.03% 236
2024
Q3 		$510K Sell
1,842
-533
-22% -$139K 0.04% 195
2024
Q2 		$567K Buy
2,375
+278
+13% +$68.3K 0.05% 159
2024
Q1 		$524K Buy
2,097
+63
+3% +$15.4K 0.05% 156
2023
Q4 		$474K Buy
2,034
+169
+9% +$39.4K 0.06% 136
2023
Q3 		$449K Buy
1,865
+70
+4% +$17.1K 0.06% 126
2023
Q2 		$395K Buy
1,795
+33
+2% +$7.12K 0.06% 142
2023
Q1 		$392K Buy
1,762
+792
+82% +$179K 0.06% 129
2022
Q4 		$232K Buy
970
+49
+5% +$12K 0.05% 141
2022
Q3 		$208K Sell
921
-33
-3% -$7.79K 0.06% 158
2022
Q2 		$200K Sell
954
-239
-20% -$52.4K 0.04% 432
2022
Q1 		$271K Sell
1,193
-43
-3% -$9.21K 0.04% 404
2021
Q4 		$305K Sell
1,236
-58
-4% -$13.1K 0.04% 436
2021
Q3 		$259K Buy
+1,294
New +$267K 0.04% 385

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

Sage Mountain Advisors's ADP Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 2,677 shares — an estimated $689K sold.

Sage Mountain Advisors first reported a position in ADP in Q3 2021 and held it in 18 quarters. The position peaked at $759K in Q2 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,677 Automatic Data Processing shares in Q1 2026, an estimated $689K.
  • Sage Mountain Advisors first reported a position in Automatic Data Processing in Q3 2021 and held it in 18 quarters.
  • Sage Mountain Advisors's Automatic Data Processing position peaked at $759K in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.