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Wealth Alliance’s Automatic Data Processing ADP Stock Holding History

Wealth Alliance’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 		$593K Sell
2,916
-116
-4% -$26.6K 0.06% 260
2025
Q4 		$780K Sell
3,032
-145
-5% -$38.6K 0.08% 225
2025
Q3 		$932K Sell
3,177
-13
-0.4% -$3.91K 0.1% 189
2025
Q2 		$984K Buy
3,190
+78
+3% +$24K 0.11% 169
2025
Q1 		$951K Buy
3,112
+138
+5% +$41.6K 0.12% 170
2024
Q4 		$870K Buy
2,974
+54
+2% +$16K 0.1% 183
2024
Q3 		$808K Buy
2,920
+51
+2% +$13.3K 0.1% 191
2024
Q2 		$685K Sell
2,869
-162
-5% -$39.8K 0.09% 204
2024
Q1 		$757K Sell
3,031
-4
-0.1% -$977 0.1% 193
2023
Q4 		$707K Sell
3,035
-8
-0.3% -$1.86K 0.1% 196
2023
Q3 		$732K Buy
3,043
+143
+5% +$34.9K 0.12% 178
2023
Q2 		$637K Buy
2,900
+60
+2% +$12.9K 0.1% 215
2023
Q1 		$632K Sell
2,840
-560
-16% -$126K 0.1% 207
2022
Q4 		$812K Buy
3,400
+169
+5% +$41.5K 0.14% 163
2022
Q3 		$731K Buy
3,231
+227
+8% +$53.6K 0.14% 152
2022
Q2 		$631K Buy
3,004
+68
+2% +$14.9K 0.12% 178
2022
Q1 		$669K Buy
2,936
+117
+4% +$25.1K 0.14% 165
2021
Q4 		$695K Sell
2,819
-16
-0.6% -$3.62K 0.14% 167
2021
Q3 		$567K Buy
2,835
+111
+4% +$22.9K 0.13% 178
2021
Q2 		$541K Sell
2,724
-198
-7% -$38.5K 0.13% 184
2021
Q1 		$551K Buy
2,922
+862
+42% +$150K 0.15% 160
2020
Q4 		$363K Buy
2,060
+70
+4% +$11.5K 0.11% 232
2020
Q3 		$278K Sell
1,990
-913
-31% -$128K 0.1% 249
2020
Q2 		$432K Buy
2,903
+276
+11% +$39.5K 0.17% 156
2020
Q1 		$359K Buy
+2,627
New +$423K 0.19% 137

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

Wealth Alliance's ADP Position: Q1 2026 in Review

Wealth Alliance reduced its Automatic Data Processing (ADP) stake by 3.8% in Q1 2026, selling an estimated $26.6K and leaving 2,916 shares worth $593K. The position accounts for 0.06% of the portfolio, ranked #260.

Wealth Alliance first reported a position in ADP in Q1 2020 and has held it in 25 quarters since. The position peaked at $984K in Q2 2025. 2,266 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Wealth Alliance held 2,916 shares of Automatic Data Processing worth $593K as of Q1 2026.
  • Wealth Alliance sold 116 Automatic Data Processing shares in Q1 2026, an estimated $26.6K.
  • Automatic Data Processing made up 0.06% of Wealth Alliance's portfolio in Q1 2026, its #260 holding.
  • Wealth Alliance first reported a position in Automatic Data Processing in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Automatic Data Processing position peaked at $984K in Q2 2025.
  • 2,266 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.