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Summit Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Summit Wealth Partners’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 		$592K Buy
2,914
+140
+5% +$32.1K 0.09% 141
2025
Q4 		$714K Hold
2,774
– – 0.13% 101
2025
Q3 		$814K Hold
2,774
– – 0.15% 94
2025
Q2 		$856K Hold
2,774
– – 0.16% 87
2025
Q1 		$848K Buy
2,774
+1
+0% +$302 0.17% 91
2024
Q4 		$812K Buy
2,773
+212
+8% +$62.7K 0.17% 91
2024
Q3 		$709K Hold
2,561
– – 0.14% 111
2024
Q2 		$611K Hold
2,561
– – 0.13% 115
2024
Q1 		$640K Hold
2,561
– – 0.14% 108
2023
Q4 		$597K Hold
2,561
– – 0.14% 106
2023
Q3 		$616K Hold
2,561
– – 0.16% 91
2023
Q2 		$563K Sell
2,561
-89
-3% -$19.2K 0.14% 99
2023
Q1 		$590K Sell
2,650
-72
-3% -$16.2K 0.15% 94
2022
Q4 		$650K Hold
2,722
– – 0.17% 88
2022
Q3 		$616K Buy
2,722
+72
+3% +$17K 0.17% 76
2022
Q2 		$557K Hold
2,650
– – 0.15% 84
2022
Q1 		$603K Hold
2,650
– – 0.14% 84
2021
Q4 		$653K Hold
2,650
– – 0.14% 79
2021
Q3 		$530K Hold
2,650
– – 0.13% 87
2021
Q2 		$526K Hold
2,650
– – 0.13% 91
2021
Q1 		$499K Hold
2,650
– – 0.13% 91
2020
Q4 		$467K Hold
2,650
– – 0.13% 87
2020
Q3 		$370K Hold
2,650
– – 0.11% 108
2020
Q2 		$395K Hold
2,650
– – 0.13% 99
2020
Q1 		$362K Hold
2,650
– – 0.15% 76
2019
Q4 		$452K Buy
+2,650
New +$439K 0.16% 69

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 Wealth Partners's ADP Position: Q1 2026 in Review

Summit Wealth Partners increased its Automatic Data Processing (ADP) stake by 5% in Q1 2026, buying an estimated $32.1K and bringing the position to 2,914 shares worth $592K. The position accounts for 0.09% of the portfolio, ranked #141.

Summit Wealth Partners first reported a position in ADP in Q4 2019 and has held it in 26 quarters since. The position peaked at $856K in Q2 2025. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Summit Wealth Partners held 2,914 shares of Automatic Data Processing worth $592K as of Q1 2026.
  • Summit Wealth Partners bought 140 Automatic Data Processing shares in Q1 2026, an estimated $32.1K.
  • Automatic Data Processing made up 0.09% of Summit Wealth Partners's portfolio in Q1 2026, its #141 holding.
  • Summit Wealth Partners first reported a position in Automatic Data Processing in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's Automatic Data Processing position peaked at $856K in Q2 2025.
  • 2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.