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Sonoma Private Wealth’s Automatic Data Processing ADP Stock Holding History

Sonoma Private 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 		– Sell
-1,554
Closed -$400K – 68
2025
Q4 		$400K Sell
1,554
-42
-3% -$11.2K 0.48% 50
2025
Q3 		$468K Buy
1,596
+24
+2% +$7.22K 0.56% 43
2025
Q2 		$485K Sell
1,572
-94
-6% -$28.9K 0.59% 45
2025
Q1 		$509K Buy
1,666
+8
+0.5% +$2.41K 0.71% 43
2024
Q4 		$485K Sell
1,658
-31
-2% -$9.16K 0.78% 46
2024
Q3 		$467K Buy
+1,689
New +$442K 0.73% 49

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

Sonoma Private Wealth's ADP Position: Q1 2026 in Review

Sonoma Private Wealth sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 1,554 shares — an estimated $400K sold.

Sonoma Private Wealth first reported a position in ADP in Q3 2024 and held it in 6 quarters. The position peaked at $509K in Q1 2025. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Sonoma Private Wealth reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Sonoma Private Wealth sold 1,554 Automatic Data Processing shares in Q1 2026, an estimated $400K.
  • Sonoma Private Wealth first reported a position in Automatic Data Processing in Q3 2024 and held it in 6 quarters.
  • Sonoma Private Wealth's Automatic Data Processing position peaked at $509K in Q1 2025.
  • 2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.