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Wealth Management Associates’s Automatic Data Processing ADP Stock Holding History

Wealth Management Associates’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 		$309K Sell
1,523
-204
-12% -$46.8K 0.11% 176
2025
Q4 		$444K Hold
1,727
– – 0.15% 124
2025
Q3 		$507K Sell
1,727
-84
-5% -$25.3K 0.18% 104
2025
Q2 		$559K Hold
1,811
– – 0.22% 88
2025
Q1 		$553K Sell
1,811
-24
-1% -$7.24K 0.24% 81
2024
Q4 		$537K Buy
1,835
+163
+10% +$48.2K 0.23% 83
2024
Q3 		$463K Sell
1,672
-50
-3% -$13.1K 0.2% 99
2024
Q2 		$411K Hold
1,722
– – 0.19% 102
2024
Q1 		$411K Buy
1,722
+86
+5% +$21K 0.19% 102
2023
Q4 		$381K Hold
1,636
– – 0.2% 109
2023
Q3 		$394K Buy
1,636
+22
+1% +$5.36K 0.23% 93
2023
Q2 		$355K Sell
1,614
-22
-1% -$4.74K 0.2% 102
2023
Q1 		$364K Hold
1,636
– – 0.22% 100
2022
Q4 		$391K Sell
1,636
-72
-4% -$17.7K 0.26% 91
2022
Q3 		$386K Sell
1,708
-104
-6% -$24.5K 0.27% 101
2022
Q2 		$381K Hold
1,812
– – 0.26% 101
2022
Q1 		$412K Hold
1,812
– – 0.23% 107
2021
Q4 		$447K Hold
1,812
– – 0.24% 110
2021
Q3 		$362K Hold
1,812
– – 0.21% 121
2021
Q2 		$360K Buy
1,812
+613
+51% +$119K 0.2% 128
2021
Q1 		$226K Buy
1,199
+50
+4% +$8.68K 0.14% 162
2020
Q4 		$202K Buy
+1,149
New +$189K 0.13% 173

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 Management Associates's ADP Position: Q1 2026 in Review

Wealth Management Associates reduced its Automatic Data Processing (ADP) stake by 12% in Q1 2026, selling an estimated $46.8K and leaving 1,523 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #176.

Wealth Management Associates first reported a position in ADP in Q4 2020 and has held it in 22 quarters since. The position peaked at $559K in Q2 2025. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Wealth Management Associates held 1,523 shares of Automatic Data Processing worth $309K as of Q1 2026.
  • Wealth Management Associates sold 204 Automatic Data Processing shares in Q1 2026, an estimated $46.8K.
  • Automatic Data Processing made up 0.11% of Wealth Management Associates's portfolio in Q1 2026, its #176 holding.
  • Wealth Management Associates first reported a position in Automatic Data Processing in Q4 2020 and has held it in 22 quarters since.
  • Wealth Management Associates's Automatic Data Processing position peaked at $559K in Q2 2025.
  • 2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.