SW
ADP icon

Simplicity Wealth’s Automatic Data Processing ADP Stock Holding History

Simplicity Wealth’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 		$1.5M Buy
7,365
+769
+12% +$176K 0.08% 220
2025
Q4 		$1.7M Buy
6,596
+513
+8% +$137K 0.1% 195
2025
Q3 		$1.79M Sell
6,083
-3,752
-38% -$1.13M 0.1% 204
2025
Q2 		$3.03M Buy
9,835
+704
+8% +$216K 0.13% 160
2025
Q1 		$2.79M Buy
9,131
+5,497
+151% +$1.66M 0.22% 114
2024
Q4 		$1.06M Sell
3,634
-4,033
-53% -$1.19M 0.22% 88
2024
Q3 		$2.12M Sell
7,667
-15,010
-66% -$3.93M 0.2% 109
2024
Q2 		$5.41M Sell
22,677
-323
-1% -$79.3K 0.12% 169
2024
Q1 		$5.74M Buy
23,000
+20,637
+873% +$5.04M 0.14% 152
2023
Q4 		$551K Buy
+2,363
New +$551K 0.21% 84

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

Simplicity Wealth's ADP Position: Q1 2026 in Review

Simplicity Wealth increased its Automatic Data Processing (ADP) stake by 12% in Q1 2026, buying an estimated $176K and bringing the position to 7,365 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #220.

Simplicity Wealth first reported a position in ADP in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.74M in Q1 2024. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Simplicity Wealth held 7,365 shares of Automatic Data Processing worth $1.5M as of Q1 2026.
  • Simplicity Wealth bought 769 Automatic Data Processing shares in Q1 2026, an estimated $176K.
  • Automatic Data Processing made up 0.08% of Simplicity Wealth's portfolio in Q1 2026, its #220 holding.
  • Simplicity Wealth first reported a position in Automatic Data Processing in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Automatic Data Processing position peaked at $5.74M in Q1 2024.
  • 2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.