SWM
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Sterling Wealth Management’s Automatic Data Processing ADP Stock Holding History

Sterling 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 		– Sell
-876
Closed -$225K – 113
2025
Q4 		$225K Hold
876
– – 0.06% 97
2025
Q3 		$257K Sell
876
-2
-0.2% -$602 0.08% 92
2025
Q2 		$271K Buy
+878
New +$270K 0.09% 88
2024
Q4 		$255K Hold
872
– – 0.09% 93
2024
Q3 		$241K Hold
872
– – 0.09% 104
2024
Q2 		$208K Hold
872
– – 0.1% 99
2024
Q1 		$218K Hold
872
– – 0.11% 92
2023
Q4 		$203K Buy
+872
New +$203K 0.11% 92

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

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

Sterling Wealth Management sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 876 shares — an estimated $225K sold.

Sterling Wealth Management first reported a position in ADP in Q4 2023 and held it in 8 quarters. The position peaked at $271K in Q2 2025. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Sterling Wealth Management reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Sterling Wealth Management sold 876 Automatic Data Processing shares in Q1 2026, an estimated $225K.
  • Sterling Wealth Management first reported a position in Automatic Data Processing in Q4 2023 and held it in 8 quarters.
  • Sterling Wealth Management's Automatic Data Processing position peaked at $271K in Q2 2025.
  • 2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.