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Tred Avon Family Wealth’s Automatic Data Processing ADP Stock Holding History

Tred Avon Family Wealth’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 		$371K Sell
1,826
-145
-7% -$33.2K 0.12% 205
2025
Q4 		$507K Buy
1,971
+531
+37% +$141K 0.16% 157
2025
Q3 		$423K Buy
+1,440
New +$433K 0.15% 169

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

Tred Avon Family Wealth's ADP Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Automatic Data Processing (ADP) stake by 7.4% in Q1 2026, selling an estimated $33.2K and leaving 1,826 shares worth $371K. The position accounts for 0.12% of the portfolio, ranked #205.

Tred Avon Family Wealth first reported a position in ADP in Q3 2025 and has held it in 3 quarters since. The position peaked at $507K in Q4 2025. 2,269 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Tred Avon Family Wealth held 1,826 shares of Automatic Data Processing worth $371K as of Q1 2026.
  • Tred Avon Family Wealth sold 145 Automatic Data Processing shares in Q1 2026, an estimated $33.2K.
  • Automatic Data Processing made up 0.12% of Tred Avon Family Wealth's portfolio in Q1 2026, its #205 holding.
  • Tred Avon Family Wealth first reported a position in Automatic Data Processing in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Automatic Data Processing position peaked at $507K in Q4 2025.
  • 2,269 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.