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WealthPlan Investment Management’s Automatic Data Processing ADP Stock Holding History

WealthPlan Investment Management’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 		$456K Sell
2,243
-132
-6% -$30.3K 0.03% 320
2025
Q4 		$611K Sell
2,375
-213
-8% -$56.7K 0.04% 234
2025
Q3 		$760K Sell
2,588
-638
-20% -$192K 0.05% 196
2025
Q2 		$995K Buy
3,226
+468
+17% +$144K 0.07% 179
2025
Q1 		$843K Buy
2,758
+169
+7% +$51K 0.08% 142
2024
Q4 		$758K Sell
2,589
-104
-4% -$30.7K 0.07% 140
2024
Q3 		$745K Buy
2,693
+10
+0.4% +$2.62K 0.08% 137
2024
Q2 		$640K Sell
2,683
-536
-17% -$132K 0.1% 110
2024
Q1 		$804K Sell
3,219
-1
-0% -$244 0.12% 104
2023
Q4 		$750K Sell
3,220
-820
-20% -$191K 0.12% 107
2023
Q3 		$972K Buy
4,040
+1,243
+44% +$303K 0.17% 88
2023
Q2 		$615K Sell
2,797
-1,801
-39% -$388K 0.18% 89
2023
Q1 		$1.02M Sell
4,598
-1,518
-25% -$342K 0.18% 85
2022
Q4 		$1.39M Sell
6,116
-22
-0.4% -$5.4K 0.1% 150
2022
Q3 		$1.59M Buy
+6,138
New +$1.45M 0.12% 131
2022
Q1 		$1.59M Buy
+7,313
New +$1.57M 0.11% 130

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

WealthPlan Investment Management's ADP Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Automatic Data Processing (ADP) stake by 5.6% in Q1 2026, selling an estimated $30.3K and leaving 2,243 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #320.

WealthPlan Investment Management first reported a position in ADP in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.59M in Q1 2022. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • WealthPlan Investment Management held 2,243 shares of Automatic Data Processing worth $456K as of Q1 2026.
  • WealthPlan Investment Management sold 132 Automatic Data Processing shares in Q1 2026, an estimated $30.3K.
  • Automatic Data Processing made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2026, its #320 holding.
  • WealthPlan Investment Management first reported a position in Automatic Data Processing in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Automatic Data Processing position peaked at $1.59M in Q1 2022.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.