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SteelPeak Wealth’s Automatic Data Processing ADP Stock Holding History

SteelPeak 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
-1,033
Closed -$267K – 576
2025
Q4 		$267K Sell
1,033
-473
-31% -$126K 0.01% 456
2025
Q3 		$444K Sell
1,506
-31,196
-95% -$9.39M 0.01% 405
2025
Q2 		$10.1M Sell
32,702
-4,244
-11% -$1.3M 0.39% 63
2025
Q1 		$11.3M Sell
36,946
-12,898
-26% -$3.89M 0.47% 47
2024
Q4 		$14.7M Buy
49,844
+48,609
+3,936% +$14.4M 0.6% 34
2024
Q3 		$343K Buy
1,235
+40
+3% +$10.5K 0.02% 371
2024
Q2 		$287K Sell
1,195
-70
-6% -$17.2K 0.01% 393
2024
Q1 		$318K Sell
1,265
-37,407
-97% -$9.14M 0.02% 355
2023
Q4 		$9.07M Buy
38,672
+37,566
+3,397% +$8.75M 0.53% 49
2023
Q3 		$267K Sell
1,106
-121
-10% -$29.5K 0.02% 345
2023
Q2 		$271K Buy
1,227
+233
+23% +$50.2K 0.02% 344
2023
Q1 		$222K Sell
994
-19,146
-95% -$4.32M 0.02% 338
2022
Q4 		$4.85M Sell
20,140
-38,850
-66% -$9.54M 0.36% 63
2022
Q3 		$13.4M Buy
58,990
+23,922
+68% +$5.64M 1% 23
2022
Q2 		$7.4M Buy
35,068
+11,564
+49% +$2.53M 0.53% 52
2022
Q1 		$5.35M Buy
23,504
+20,597
+709% +$4.41M 0.3% 76
2021
Q4 		$717K Buy
+2,907
New +$658K 0.04% 208

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

SteelPeak Wealth's ADP Position: Q1 2026 in Review

SteelPeak Wealth sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 1,033 shares — an estimated $267K sold.

SteelPeak Wealth first reported a position in ADP in Q4 2021 and held it in 17 quarters. The position peaked at $14.7M in Q4 2024. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • SteelPeak Wealth reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 1,033 Automatic Data Processing shares in Q1 2026, an estimated $267K.
  • SteelPeak Wealth first reported a position in Automatic Data Processing in Q4 2021 and held it in 17 quarters.
  • SteelPeak Wealth's Automatic Data Processing position peaked at $14.7M in Q4 2024.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.