Talisman Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Talisman Wealth Advisors’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	$976K	Sell	3,864 -360	-9%	-$82.5K	0.79%	34
2025 Q4	$1.06M	Sell	4,224 -43	-1%	-$11.4K	0.83%	34
2025 Q3	$1.21M	Sell	4,267 -30	-0.7%	-$9.03K	1%	25
2025 Q2	$1.27M	Sell	4,297 -45	-1%	-$13.8K	1.16%	23
2025 Q1	$1.3M	Sell	4,342 -124	-3%	-$37.4K	1.34%	21
2024 Q4	$1.3M	Sell	4,466 -638	-13%	-$189K	1.38%	20
2024 Q3	$1.47M	Sell	5,104 -34	-0.7%	-$8.89K	1.55%	19
2024 Q2	$1.28M	Sell	5,138 -610	-11%	-$150K	1.48%	19
2024 Q1	$1.41M	Sell	5,748 -39	-0.7%	-$9.53K	1.77%	17
2023 Q4	$1.49M	Hold	5,787	–	–	2.22%	13
2023 Q3	$1.55M	Buy	5,787 +3,569	+161%	+$870K	2.67%	10
2023 Q2	$487K	Buy	2,218 +119	+6%	+$25.7K	0.83%	40
2023 Q1	$467K	Buy	2,099 +283	+16%	+$63.8K	0.84%	36
2022 Q4	$434K	Buy	+1,816	New	+$446K	0.92%	33

Other funds holding ADP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Talisman Wealth Advisors's ADP Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 8.5% in Q1 2026, selling an estimated $82.5K and leaving 3,864 shares worth $976K. The position accounts for 0.79% of the portfolio, ranked #34.

Talisman Wealth Advisors first reported a position in ADP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.55M in Q3 2023. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Talisman Wealth Advisors held 3,864 shares of Automatic Data Processing worth $976K as of Q1 2026.
Talisman Wealth Advisors sold 360 Automatic Data Processing shares in Q1 2026, an estimated $82.5K.
Automatic Data Processing made up 0.79% of Talisman Wealth Advisors's portfolio in Q1 2026, its #34 holding.
Talisman Wealth Advisors first reported a position in Automatic Data Processing in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's Automatic Data Processing position peaked at $1.55M in Q3 2023.
2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.