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Waverly Advisors’s Automatic Data Processing ADP Stock Holding History

Waverly 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 		$3.83M Sell
18,874
-307
-2% -$70.4K 0.03% 472
2025
Q4 		$4.93M Buy
19,181
+4,323
+29% +$1.15M 0.04% 378
2025
Q3 		$4.36M Buy
14,858
+1,079
+8% +$325K 0.04% 343
2025
Q2 		$4.25M Sell
13,779
-181
-1% -$55.6K 0.05% 332
2025
Q1 		$4.27M Buy
13,960
+1,959
+16% +$591K 0.05% 327
2024
Q4 		$3.51M Buy
12,001
+5,496
+84% +$1.62M 0.05% 272
2024
Q3 		$1.8M Sell
6,505
-31
-0.5% -$8.11K 0.03% 350
2024
Q2 		$1.56M Buy
6,536
+1,248
+24% +$306K 0.03% 361
2024
Q1 		$1.32M Buy
5,288
+844
+19% +$206K 0.03% 324
2023
Q4 		$1.04M Buy
4,444
+915
+26% +$213K 0.04% 218
2023
Q3 		$849K Buy
3,529
+263
+8% +$64.1K 0.04% 213
2023
Q2 		$718K Buy
3,266
+1,014
+45% +$219K 0.03% 209
2023
Q1 		$501K Sell
2,252
-27
-1% -$6.09K 0.03% 193
2022
Q4 		$544K Buy
2,279
+89
+4% +$21.9K 0.03% 168
2022
Q3 		$495K Buy
2,190
+269
+14% +$63.5K 0.03% 155
2022
Q2 		$404K Sell
1,921
-56
-3% -$12.3K 0.04% 139
2022
Q1 		$450K Buy
1,977
+38
+2% +$8.14K 0.04% 128
2021
Q4 		$395K Sell
1,939
-28
-1% -$6.34K 0.03% 137
2021
Q3 		$450K Buy
1,967
+80
+4% +$16.5K 0.04% 130
2021
Q2 		$406K Buy
1,887
+1
+0.1% +$194 0.04% 131
2021
Q1 		$366K Buy
1,886
+20
+1% +$3.47K 0.04% 123
2020
Q4 		$311K Buy
1,866
+46
+3% +$7.55K 0.03% 120
2020
Q3 		$287K Buy
1,820
+141
+8% +$19.8K 0.04% 115
2020
Q2 		$234K Buy
1,679
+20
+1% +$2.86K 0.03% 122
2020
Q1 		$227K Buy
1,659
+30
+2% +$4.83K 0.04% 122
2019
Q4 		$294K Hold
1,629
– – 0.04% 111
2019
Q3 		$263K Hold
1,629
– – 0.04% 110
2019
Q2 		$269K Hold
1,629
– – 0.04% 109
2019
Q1 		$260K Sell
1,629
-375
-19% -$54.5K 0.04% 106
2018
Q4 		$263K Buy
2,004
+125
+7% +$17.6K 0.05% 96
2018
Q3 		$283K Buy
1,879
+250
+15% +$35.4K 0.04% 156
2018
Q2 		$219K Buy
+1,629
New +$206K 0.03% 168
2018
Q1 		– Sell
-271
Closed -$32K – 183
2017
Q4 		$32K Buy
+271
New +$31K ﹤0.01% 277
2017
Q2 		– Sell
-2,308
Closed -$236K – 220
2017
Q1 		$236K Buy
2,308
+50
+2% +$5.1K 0.06% 189
2016
Q4 		$232K Buy
+2,258
New +$211K 0.09% 96
2016
Q3 		– Sell
-2,688
Closed -$247K – 104
2016
Q2 		$247K Sell
2,688
-132
-5% -$11.7K 0.11% 71
2016
Q1 		$253K Hold
2,820
– – 0.15% 68
2015
Q4 		$239K Buy
+2,820
New +$243K 0.1% 109
2014
Q4 		– Sell
-6,031
Closed -$440K – 412
2014
Q3 		$440K Hold
6,031
– – 0.24% 50
2014
Q2 		$420K Hold
6,031
– – 0.17% 67
2014
Q1 		$409K Sell
6,031
-216
-3% -$14.7K 0.18% 61
2013
Q4 		$443K Buy
6,247
+6,031
+2,792% +$406K 0.16% 73
2013
Q3 		$14K Buy
+216
New +$13.7K 0.01% 402

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

Waverly Advisors's ADP Position: Q1 2026 in Review

Waverly Advisors reduced its Automatic Data Processing (ADP) stake by 1.6% in Q1 2026, selling an estimated $70.4K and leaving 18,874 shares worth $3.83M. The position accounts for 0.03% of the portfolio, ranked #472.

Waverly Advisors first reported a position in ADP in Q3 2013 and has held it in 43 quarters since. The position peaked at $4.93M in Q4 2025. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Waverly Advisors held 18,874 shares of Automatic Data Processing worth $3.83M as of Q1 2026.
  • Waverly Advisors sold 307 Automatic Data Processing shares in Q1 2026, an estimated $70.4K.
  • Automatic Data Processing made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #472 holding.
  • Waverly Advisors first reported a position in Automatic Data Processing in Q3 2013 and has held it in 43 quarters since.
  • Waverly Advisors's Automatic Data Processing position peaked at $4.93M in Q4 2025.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.