SWP
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Sagespring Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Sagespring Wealth Partners’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 		$1.28M Sell
6,288
-358
-5% -$82.1K 0.02% 272
2025
Q4 		$1.71M Sell
6,646
-1,341
-17% -$357K 0.03% 211
2025
Q3 		$2.34M Sell
7,987
-394
-5% -$119K 0.05% 163
2025
Q2 		$2.58M Buy
8,381
+905
+12% +$278K 0.06% 153
2025
Q1 		$2.28M Buy
7,476
+875
+13% +$264K 0.06% 145
2024
Q4 		$1.93M Buy
+6,601
New +$1.95M 0.05% 150

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

Sagespring Wealth Partners's ADP Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Automatic Data Processing (ADP) stake by 5.4% in Q1 2026, selling an estimated $82.1K and leaving 6,288 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #272.

Sagespring Wealth Partners first reported a position in ADP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.58M in Q2 2025. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Sagespring Wealth Partners held 6,288 shares of Automatic Data Processing worth $1.28M as of Q1 2026.
  • Sagespring Wealth Partners sold 358 Automatic Data Processing shares in Q1 2026, an estimated $82.1K.
  • Automatic Data Processing made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #272 holding.
  • Sagespring Wealth Partners first reported a position in Automatic Data Processing in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Automatic Data Processing position peaked at $2.58M in Q2 2025.
  • 2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.