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Wealthspire Advisors (New York)’s Automatic Data Processing ADP Stock Holding History

Wealthspire Advisors (New York)’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 		$1.54M Sell
7,579
-3,138
-29% -$720K 0.01% 324
2025
Q4 		$2.76M Buy
10,717
+1,822
+20% +$485K 0.02% 244
2025
Q3 		$2.61M Sell
8,895
-440
-5% -$132K 0.01% 237
2025
Q2 		$2.88M Buy
9,335
+36
+0.4% +$11.1K 0.02% 226
2025
Q1 		$2.84M Sell
9,299
-523
-5% -$158K 0.02% 223
2024
Q4 		$2.88M Sell
9,822
-485
-5% -$143K 0.03% 199
2024
Q3 		$2.85M Buy
10,307
+587
+6% +$154K 0.03% 200
2024
Q2 		$2.32M Buy
9,720
+3,063
+46% +$752K 0.03% 188
2024
Q1 		$1.66M Sell
6,657
-709
-10% -$173K 0.02% 232
2023
Q4 		$1.72M Buy
7,366
+2,629
+55% +$613K 0.02% 220
2023
Q3 		$1.14M Buy
4,737
+1,547
+48% +$377K 0.02% 260
2023
Q2 		$701K Sell
3,190
-416
-12% -$89.7K 0.01% 310
2023
Q1 		$803K Sell
3,606
-1,599
-31% -$361K 0.01% 288
2022
Q4 		$1.24M Buy
5,205
+1,765
+51% +$433K 0.02% 219
2022
Q3 		$778K Buy
3,440
+58
+2% +$13.7K 0.02% 265
2022
Q2 		$710K Buy
3,382
+1,539
+84% +$337K 0.01% 263
2022
Q1 		$419K Sell
1,843
-1,979
-52% -$424K 0.01% 297
2021
Q4 		$942K Sell
3,822
-1,147
-23% -$260K 0.02% 235
2021
Q3 		$993K Buy
4,969
+2,938
+145% +$605K 0.02% 249
2021
Q2 		$403K Sell
2,031
-6,089
-75% -$1.18M 0.01% 252
2021
Q1 		$1.53M Buy
8,120
+1,611
+25% +$280K 0.04% 206
2020
Q4 		$1.15M Buy
6,509
+205
+3% +$33.7K 0.03% 193
2020
Q3 		$879K Sell
6,304
-5,366
-46% -$752K 0.05% 137
2020
Q2 		$1.74M Sell
11,670
-2,560
-18% -$367K 0.12% 75
2020
Q1 		$1.95M Buy
14,230
+8,917
+168% +$1.44M 0.08% 127
2019
Q4 		$906K Buy
5,313
+140
+3% +$23.2K 0.07% 67
2019
Q3 		$835K Buy
5,173
+3,090
+148% +$510K 0.07% 56
2019
Q2 		$344K Buy
+2,083
New +$338K 0.03% 64
2019
Q1 		– Sell
-1,791
Closed -$235K – 59
2018
Q4 		$235K Buy
+1,791
New +$253K 0.02% 61

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

Wealthspire Advisors (New York)'s ADP Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Automatic Data Processing (ADP) stake by 29% in Q1 2026, selling an estimated $720K and leaving 7,579 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #324.

Wealthspire Advisors (New York) first reported a position in ADP in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.88M in Q2 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Wealthspire Advisors (New York) held 7,579 shares of Automatic Data Processing worth $1.54M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 3,138 Automatic Data Processing shares in Q1 2026, an estimated $720K.
  • Automatic Data Processing made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #324 holding.
  • Wealthspire Advisors (New York) first reported a position in Automatic Data Processing in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Automatic Data Processing position peaked at $2.88M in Q2 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.