ViaWealth’s Automatic Data Processing ADP Stock Holding History

ViaWealth’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	$312K	Buy	1,534 +62	+4%	+$14.2K	0.17%	133
2025 Q4	$379K	Sell	1,472 -150	-9%	-$39.9K	0.21%	112
2025 Q3	$476K	Buy	1,622 +75	+5%	+$22.6K	0.26%	101
2025 Q2	$477K	Sell	1,547 -36	-2%	-$11.1K	0.28%	100
2025 Q1	$484K	Sell	1,583 -38	-2%	-$11.5K	0.3%	100
2024 Q4	$474K	Hold	1,621	–	–	0.29%	99
2024 Q3	$448K	Hold	1,621	–	–	0.26%	111
2024 Q2	$387K	Sell	1,621 -57	-3%	-$14K	0.24%	117
2024 Q1	$419K	Hold	1,678	–	–	0.26%	115
2023 Q4	$391K	Hold	1,678	–	–	0.27%	115
2023 Q3	$404K	Hold	1,678	–	–	0.3%	112
2023 Q2	$369K	Hold	1,678	–	–	0.28%	118
2023 Q1	$373K	Hold	1,678	–	–	0.3%	114
2022 Q4	$402K	Buy	+1,678	New	+$412K	0.33%	111

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

ViaWealth's ADP Position: Q1 2026 in Review

ViaWealth increased its Automatic Data Processing (ADP) stake by 4.2% in Q1 2026, buying an estimated $14.2K and bringing the position to 1,534 shares worth $312K. The position accounts for 0.17% of the portfolio, ranked #133.

ViaWealth first reported a position in ADP in Q4 2022 and has held it in 14 quarters since. The position peaked at $484K in Q1 2025. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

ViaWealth held 1,534 shares of Automatic Data Processing worth $312K as of Q1 2026.
ViaWealth bought 62 Automatic Data Processing shares in Q1 2026, an estimated $14.2K.
Automatic Data Processing made up 0.17% of ViaWealth's portfolio in Q1 2026, its #133 holding.
ViaWealth first reported a position in Automatic Data Processing in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Automatic Data Processing position peaked at $484K in Q1 2025.
2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.