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

Triad 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 		$276K Buy
1,359
+143
+12% +$32.8K 0.02% 405
2025
Q4 		$313K Buy
1,216
+458
+60% +$122K 0.03% 379
2025
Q3 		$222K Buy
758
+17
+2% +$5.12K 0.03% 349
2025
Q2 		$229K Buy
+741
New +$228K 0.05% 258
2024
Q3 		– Sell
-457
Closed -$109K – 63
2024
Q2 		$109K Buy
+457
New +$112K 0.06% 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

Triad Wealth Partners's ADP Position: Q1 2026 in Review

Triad Wealth Partners increased its Automatic Data Processing (ADP) stake by 12% in Q1 2026, buying an estimated $32.8K and bringing the position to 1,359 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #405.

Triad Wealth Partners first reported a position in ADP in Q2 2024 and has held it in 5 quarters since. The position peaked at $313K in Q4 2025. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Triad Wealth Partners held 1,359 shares of Automatic Data Processing worth $276K as of Q1 2026.
  • Triad Wealth Partners bought 143 Automatic Data Processing shares in Q1 2026, an estimated $32.8K.
  • Automatic Data Processing made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #405 holding.
  • Triad Wealth Partners first reported a position in Automatic Data Processing in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's Automatic Data Processing position peaked at $313K in Q4 2025.
  • 2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.