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Summit Securities Group’s Automatic Data Processing ADP Stock Holding History

Summit Securities Group’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
2020
Q3 		– Sell
-20
Closed -$298K – 352
2020
Q2 		$298K Buy
+20
New +$2.86K 0.04% 324
2017
Q4 		– Sell
-500
Closed -$5.47M – 165
2017
Q3 		$5.47M Buy
+500
New +$53.5K 0.93% 14
2013
Q4 		– Sell
-11
Closed -$22K – 506
2013
Q3 		$22K Buy
+11
New +$699 0.01% 223

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

Summit Securities Group's ADP Position: Q1 2026 in Review

Summit Securities Group sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 1,487 shares — an estimated $383K sold.

Summit Securities Group first reported a position in ADP in Q3 2013 and held it in 20 quarters. The position peaked at $1.05M in Q4 2021. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Summit Securities Group reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,487 Automatic Data Processing shares in Q1 2026, an estimated $383K.
  • Summit Securities Group first reported a position in Automatic Data Processing in Q3 2013 and held it in 20 quarters.
  • Summit Securities Group's Automatic Data Processing position peaked at $1.05M in Q4 2021.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.