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Walkner Condon Financial Advisors’s Automatic Data Processing ADP Stock Holding History

Walkner Condon Financial 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 		$240K Sell
1,181
-23
-2% -$5.27K 0.03% 282
2025
Q4 		$310K Buy
+1,204
New +$321K 0.04% 240

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

Walkner Condon Financial Advisors's ADP Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its Automatic Data Processing (ADP) stake by 1.9% in Q1 2026, selling an estimated $5.27K and leaving 1,181 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #282.

Walkner Condon Financial Advisors first reported a position in ADP in Q4 2025 and has held it in 2 quarters since. The position peaked at $310K in Q4 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Walkner Condon Financial Advisors held 1,181 shares of Automatic Data Processing worth $240K as of Q1 2026.
  • Walkner Condon Financial Advisors sold 23 Automatic Data Processing shares in Q1 2026, an estimated $5.27K.
  • Automatic Data Processing made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #282 holding.
  • Walkner Condon Financial Advisors first reported a position in Automatic Data Processing in Q4 2025 and has held it in 2 quarters since.
  • Walkner Condon Financial Advisors's Automatic Data Processing position peaked at $310K in Q4 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.