SWM
ADP icon

SHP Wealth Management’s Automatic Data Processing ADP Stock Holding History

SHP 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 		$2.02M Buy
9,954
+29
+0.3% +$6.65K 0.15% 47
2025
Q4 		$2.55M Buy
+9,925
New +$2.64M 0.2% 39

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's ADP Position: Q1 2026 in Review

SHP Wealth Management increased its Automatic Data Processing (ADP) stake by 0.29% in Q1 2026, buying an estimated $6.65K and bringing the position to 9,954 shares worth $2.02M. The position accounts for 0.15% of the portfolio, ranked #47.

SHP Wealth Management first reported a position in ADP in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.55M in Q4 2025. 2,274 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • SHP Wealth Management held 9,954 shares of Automatic Data Processing worth $2.02M as of Q1 2026.
  • SHP Wealth Management bought 29 Automatic Data Processing shares in Q1 2026, an estimated $6.65K.
  • Automatic Data Processing made up 0.15% of SHP Wealth Management's portfolio in Q1 2026, its #47 holding.
  • SHP Wealth Management first reported a position in Automatic Data Processing in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Automatic Data Processing position peaked at $2.55M in Q4 2025.
  • 2,274 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.