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Successful Portfolios’s Automatic Data Processing ADP Stock Holding History

Successful Portfolios’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
-775
Closed -$206K – 189
2025
Q4 		$206K Sell
775
-15
-2% -$3.99K 0.11% 176
2025
Q3 		$232K Sell
790
-163
-17% -$49.1K 0.14% 149
2025
Q2 		$294K Sell
953
-2
-0.2% -$614 0.18% 113
2025
Q1 		$292K Hold
955
– – 0.2% 112
2024
Q4 		$280K Sell
955
-11
-1% -$3.25K 0.19% 112
2024
Q3 		$267K Sell
966
-4
-0.4% -$1.05K 0.18% 119
2024
Q2 		$232K Sell
970
-2
-0.2% -$491 0.16% 129
2024
Q1 		$243K Sell
972
-68
-7% -$16.6K 0.17% 133
2023
Q4 		$242K Buy
1,040
+52
+5% +$12.1K 0.18% 131
2023
Q3 		$238K Sell
988
-4
-0.4% -$975 0.21% 113
2023
Q2 		$218K Sell
992
-107
-10% -$23.1K 0.19% 130
2023
Q1 		$245K Sell
1,099
-5
-0.5% -$1.13K 0.15% 156
2022
Q4 		$264K Sell
1,104
-9
-0.8% -$2.21K 0.17% 146
2022
Q3 		$252K Sell
1,113
-13
-1% -$3.07K 0.18% 146
2022
Q2 		$237K Sell
1,126
-6
-0.5% -$1.31K 0.16% 153
2022
Q1 		$258K Hold
1,132
– – 0.15% 165
2021
Q4 		$279K Sell
1,132
-1
-0.1% -$226 0.15% 151
2021
Q3 		$227K Sell
1,133
-2
-0.2% -$412 0.14% 174
2021
Q2 		$225K Hold
1,135
– – 0.14% 180
2021
Q1 		$214K Buy
+1,135
New +$197K 0.14% 176
2020
Q1 		– Sell
-1,228
Closed -$209K – 153
2019
Q4 		$209K Buy
+1,228
New +$203K 0.19% 146

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

Successful Portfolios's ADP Position: Q1 2026 in Review

Successful Portfolios sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 775 shares — an estimated $206K sold.

Successful Portfolios first reported a position in ADP in Q4 2019 and held it in 21 quarters. The position peaked at $294K in Q2 2025. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Successful Portfolios reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Successful Portfolios sold 775 Automatic Data Processing shares in Q1 2026, an estimated $206K.
  • Successful Portfolios first reported a position in Automatic Data Processing in Q4 2019 and held it in 21 quarters.
  • Successful Portfolios's Automatic Data Processing position peaked at $294K in Q2 2025.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Successful Portfolios's 13F filing for Q1 2026, filed 13 Apr 2026.