WealthPLAN Partners’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,301
| Closed | -$382K | – | 273 |
|
|
2025
Q3 | $382K | Buy |
1,301
+571
| +78% | +$172K | 0.06% | 201 |
|
|
2025
Q2 | $225K | Buy |
730
+27
| +4% | +$8.29K | 0.04% | 243 |
|
|
2025
Q1 | $215K | Sell |
703
-2
| -0.3% | -$603 | 0.03% | 242 |
|
|
2024
Q4 | $206K | Buy |
+705
| New | +$208K | 0.03% | 234 |
|
|
2024
Q1 | – | Sell |
-1,006
| Closed | -$234K | – | 303 |
|
|
2023
Q4 | $234K | Sell |
1,006
-277
| -22% | -$64.5K | 0.02% | 296 |
|
|
2023
Q3 | $309K | Sell |
1,283
-428
| -25% | -$104K | 0.04% | 260 |
|
|
2023
Q2 | $376K | Buy |
1,711
+214
| +14% | +$46.1K | 0.05% | 223 |
|
|
2023
Q1 | $333K | Sell |
1,497
-4,619
| -76% | -$1.04M | 0.04% | 237 |
|
|
2022
Q4 | $1.37M | Buy |
+6,116
| New | +$1.5M | 0.1% | 151 |
|
|
2022
Q1 | $1.59M | Sell |
7,313
-10,226
| -58% | -$2.19M | 0.11% | 130 |
|
|
2021
Q4 | $3.62M | Sell |
17,539
-3,880
| -18% | -$878K | 0.24% | 85 |
|
|
2021
Q3 | $5.04M | Sell |
21,419
-32,653
| -60% | -$6.73M | 0.33% | 75 |
|
|
2021
Q2 | $11.7M | Buy |
54,072
+4,349
| +9% | +$845K | 0.82% | 45 |
|
|
2021
Q1 | $9.64M | Buy |
49,723
+3,402
| +7% | +$590K | 0.75% | 50 |
|
|
2020
Q4 | $7.9M | Buy |
46,321
+9,210
| +25% | +$1.51M | 0.67% | 53 |
|
|
2020
Q3 | $6.29M | Buy |
+37,111
| New | +$5.2M | 0.61% | 57 |
|
|
2020
Q1 | – | Sell |
-1,190
| Closed | -$212K | – | 257 |
|
|
2019
Q4 | $212K | Buy |
+1,190
| New | +$197K | 0.03% | 234 |
|
|
2019
Q2 | – | Sell |
-1,307
| Closed | -$208K | – | 241 |
|
|
2019
Q1 | $208K | Sell |
1,307
-43
| -3% | -$6.25K | 0.03% | 242 |
|
|
2018
Q4 | $202K | Sell |
1,350
-976
| -42% | -$138K | 0.03% | 244 |
|
|
2018
Q3 | $327K | Sell |
2,326
-308
| -12% | -$43.6K | 0.06% | 181 |
|
|
2018
Q2 | $353K | Buy |
2,634
+121
| +5% | +$15.3K | 0.07% | 175 |
|
|
2018
Q1 | $285K | Buy |
2,513
+187
| +8% | +$21.8K | 0.06% | 218 |
|
|
2017
Q4 | $273K | Sell |
2,326
-260
| -10% | -$29.7K | 0.07% | 166 |
|
|
2017
Q3 | $283K | Hold |
2,586
| – | – | 0.08% | 150 |
|
|
2017
Q2 | $265K | Buy |
2,586
+2,546
| +6,365% | +$258K | 0.08% | 147 |
|
|
2017
Q1 | $4.08K | Buy |
+40
| New | +$4.08K | 0.01% | 365 |
|
|
2016
Q3 | $73.7K | Sell |
845
-145
| -15% | -$13.1K | 0.02% | 272 |
|
|
2016
Q2 | $74.9K | Buy |
+990
| New | +$87.4K | 0.01% | 729 |
|
|
2015
Q4 | $84.4K | Buy |
+2,952
| New | +$254K | 0.01% | 463 |
|
|
2015
Q2 | $35K | Sell |
438
-736
| -63% | -$62.8K | 0.02% | 210 |
|
|
2015
Q1 | $100K | Buy |
+1,174
| New | +$101K | 0.05% | 174 |
|
Other funds holding ADP
WealthPLAN Partners's ADP Position: Q4 2025 in Review
WealthPLAN Partners sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 1,301 shares — an estimated $382K sold.
WealthPLAN Partners first reported a position in ADP in Q1 2015 and held it in 31 quarters. The position peaked at $11.7M in Q2 2021. 2,405 funds tracked by Wall St. Rank hold ADP as of Q4 2025.
- WealthPLAN Partners reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
- WealthPLAN Partners sold 1,301 Automatic Data Processing shares in Q4 2025, an estimated $382K.
- WealthPLAN Partners first reported a position in Automatic Data Processing in Q1 2015 and held it in 31 quarters.
- WealthPLAN Partners's Automatic Data Processing position peaked at $11.7M in Q2 2021.
- 2,405 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.
Based on WealthPLAN Partners's 13F filing for Q4 2025, filed 12 Feb 2026.