United Capital Financial Advisors’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.11M | Sell |
44,849
-4,588
| -9% | -$1.05M | 0.06% | 253 |
|
|
2025
Q4 | $12.7M | Sell |
49,437
-2,119
| -4% | -$564K | 0.08% | 200 |
|
|
2025
Q3 | $15.1M | Buy |
51,556
+982
| +2% | +$296K | 0.11% | 155 |
|
|
2025
Q2 | $15.6M | Sell |
50,574
-1,078
| -2% | -$331K | 0.13% | 136 |
|
|
2025
Q1 | $15.8M | Sell |
51,652
-10,859
| -17% | -$3.28M | 0.14% | 130 |
|
|
2024
Q4 | $18.3M | Sell |
62,511
-15,615
| -20% | -$4.61M | 0.15% | 117 |
|
|
2024
Q3 | $21.6M | Sell |
78,126
-3,898
| -5% | -$1.02M | 0.18% | 111 |
|
|
2024
Q2 | $19.6M | Sell |
82,024
-4,144
| -5% | -$1.02M | 0.17% | 120 |
|
|
2024
Q1 | $21.5M | Sell |
86,168
-3,595
| -4% | -$878K | 0.18% | 117 |
|
|
2023
Q4 | $20.9M | Sell |
89,763
-49,415
| -36% | -$11.5M | 0.17% | 123 |
|
|
2023
Q3 | $33.5M | Sell |
139,178
-15,363
| -10% | -$3.75M | 0.22% | 96 |
|
|
2023
Q2 | $34M | Sell |
154,541
-9
| -0% | -$1.94K | 0.19% | 108 |
|
|
2023
Q1 | $34.4M | Sell |
154,550
-5,145
| -3% | -$1.16M | 0.19% | 102 |
|
|
2022
Q4 | $38.1M | Sell |
159,695
-12,124
| -7% | -$2.98M | 0.21% | 96 |
|
|
2022
Q3 | $38.9M | Sell |
171,819
-7,056
| -4% | -$1.66M | 0.23% | 88 |
|
|
2022
Q2 | $37.6M | Sell |
178,875
-8,730
| -5% | -$1.91M | 0.21% | 97 |
|
|
2022
Q1 | $42.7M | Sell |
187,605
-6,439
| -3% | -$1.38M | 0.21% | 97 |
|
|
2021
Q4 | $47.8M | Sell |
194,044
-1,835
| -0.9% | -$415K | 0.22% | 99 |
|
|
2021
Q3 | $39.2M | Sell |
195,879
-334
| -0.2% | -$68.8K | 0.2% | 106 |
|
|
2021
Q2 | $39M | Buy |
196,213
+2,232
| +1% | +$434K | 0.2% | 108 |
|
|
2021
Q1 | $36.6M | Sell |
193,981
-6,511
| -3% | -$1.13M | 0.2% | 106 |
|
|
2020
Q4 | $35.3M | Sell |
200,492
-12,020
| -6% | -$1.97M | 0.21% | 103 |
|
|
2020
Q3 | $29.6M | Buy |
212,512
+28,225
| +15% | +$3.96M | 0.19% | 114 |
|
|
2020
Q2 | $27.4M | Buy |
184,287
+162,813
| +758% | +$23.3M | 0.2% | 111 |
|
|
2020
Q1 | $2.94M | Sell |
21,474
-2,284
| -10% | -$368K | 0.02% | 425 |
|
|
2019
Q4 | $4.05M | Buy |
23,758
+4,151
| +21% | +$687K | 0.03% | 464 |
|
|
2019
Q3 | $3.17M | Sell |
19,607
-5,021
| -20% | -$829K | 0.02% | 500 |
|
|
2019
Q2 | $4.07M | Buy |
24,628
+781
| +3% | +$127K | 0.03% | 459 |
|
|
2019
Q1 | $3.81M | Buy |
23,847
+183
| +0.8% | +$26.6K | 0.03% | 459 |
|
|
2018
Q4 | $3.1M | Buy |
23,664
+782
| +3% | +$110K | 0.02% | 460 |
|
|
2018
Q3 | $3.45M | Buy |
22,882
+421
| +2% | +$59.5K | 0.02% | 497 |
|
|
2018
Q2 | $3.01M | Sell |
22,461
-5,131
| -19% | -$650K | 0.02% | 507 |
|
|
2018
Q1 | $3.13M | Buy |
27,592
+2,814
| +11% | +$328K | 0.02% | 488 |
|
|
2017
Q4 | $2.91M | Buy |
24,778
+1,002
| +4% | +$115K | 0.02% | 512 |
|
|
2017
Q3 | $2.6M | Buy |
23,776
+402
| +2% | +$43.1K | 0.02% | 516 |
|
|
2017
Q2 | $2.4M | Buy |
23,374
+335
| +1% | +$33.9K | 0.02% | 528 |
|
|
2017
Q1 | $2.36M | Sell |
23,039
-800
| -3% | -$81.6K | 0.02% | 523 |
|
|
2016
Q4 | $2.45M | Sell |
23,839
-2,748
| -10% | -$256K | 0.02% | 517 |
|
|
2016
Q3 | $2.35M | Buy |
26,587
+352
| +1% | +$31.9K | 0.02% | 549 |
|
|
2016
Q2 | $2.41M | Buy |
26,235
+39
| +0.1% | +$3.44K | 0.02% | 521 |
|
|
2016
Q1 | $2.35M | Sell |
26,196
-2,829
| -10% | -$237K | 0.03% | 495 |
|
|
2015
Q4 | $2.46M | Buy |
29,025
+729
| +3% | +$62.8K | 0.03% | 508 |
|
|
2015
Q3 | $2.27M | Buy |
28,296
+1,078
| +4% | +$86.3K | 0.03% | 504 |
|
|
2015
Q2 | $2.18M | Sell |
27,218
-55
| -0.2% | -$4.69K | 0.03% | 549 |
|
|
2015
Q1 | $2.31M | Buy |
27,273
+1,593
| +6% | +$137K | 0.03% | 521 |
|
|
2014
Q4 | $2.14M | Buy |
25,680
+4,604
| +22% | +$373K | 0.03% | 454 |
|
|
2014
Q3 | $1.35M | Buy |
21,076
+1,001
| +5% | +$72.3K | 0.02% | 535 |
|
|
2014
Q2 | $1.4M | Sell |
20,075
-11,915
| -37% | -$813K | 0.03% | 482 |
|
|
2014
Q1 | $2.17M | Buy |
31,990
+17,775
| +125% | +$1.21M | 0.05% | 343 |
|
|
2013
Q4 | $1.01M | Sell |
14,215
-14,459
| -50% | -$973K | 0.03% | 331 |
|
|
2013
Q3 | $1.82M | Sell |
28,674
-1,209
| -4% | -$76.8K | 0.06% | 265 |
|
|
2013
Q2 | $1.81M | Buy |
+29,883
| New | +$1.78M | 0.05% | 322 |
|
Other funds holding ADP
VCM
VPM
United Capital Financial Advisors's ADP Position: Q1 2026 in Review
United Capital Financial Advisors reduced its Automatic Data Processing (ADP) stake by 9.3% in Q1 2026, selling an estimated $1.05M and leaving 44,849 shares worth $9.11M. The position accounts for 0.06% of the portfolio, ranked #253.
United Capital Financial Advisors first reported a position in ADP in Q2 2013 and has held it in 52 quarters since. The position peaked at $47.8M in Q4 2021. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.
- United Capital Financial Advisors held 44,849 shares of Automatic Data Processing worth $9.11M as of Q1 2026.
- United Capital Financial Advisors sold 4,588 Automatic Data Processing shares in Q1 2026, an estimated $1.05M.
- Automatic Data Processing made up 0.06% of United Capital Financial Advisors's portfolio in Q1 2026, its #253 holding.
- United Capital Financial Advisors first reported a position in Automatic Data Processing in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Automatic Data Processing position peaked at $47.8M in Q4 2021.
- 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.