Weatherly Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-791
| Closed | -$205K | – | 187 |
|
|
2025
Q4 | $205K | Buy |
791
+3
| +0.4% | +$799 | 0.02% | 188 |
|
|
2025
Q3 | $232K | Hold |
788
| – | – | 0.02% | 172 |
|
|
2025
Q2 | $244K | Sell |
788
-7
| -0.9% | -$2.15K | 0.02% | 168 |
|
|
2025
Q1 | $244K | Buy |
795
+19
| +2% | +$5.73K | 0.02% | 164 |
|
|
2024
Q4 | $228K | Hold |
776
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $216K | Buy |
+776
| New | +$203K | 0.02% | 176 |
|
|
2023
Q1 | – | Sell |
-901
| Closed | -$216K | – | 174 |
|
|
2022
Q4 | $216K | Sell |
901
-80
| -8% | -$19.6K | 0.03% | 169 |
|
|
2022
Q3 | $223K | Hold |
981
| – | – | 0.03% | 169 |
|
|
2022
Q2 | $207K | Sell |
981
-226
| -19% | -$49.5K | 0.03% | 178 |
|
|
2022
Q1 | $275K | Buy |
1,207
+55
| +5% | +$11.8K | 0.03% | 178 |
|
|
2021
Q4 | $284K | Hold |
1,152
| – | – | 0.03% | 174 |
|
|
2021
Q3 | $230K | Sell |
1,152
-50
| -4% | -$10.3K | 0.03% | 186 |
|
|
2021
Q2 | $239K | Hold |
1,202
| – | – | 0.03% | 185 |
|
|
2021
Q1 | $227K | Hold |
1,202
| – | – | 0.03% | 184 |
|
|
2020
Q4 | $212K | Buy |
+1,202
| New | +$197K | 0.03% | 182 |
|
|
2020
Q3 | – | Sell |
-1,469
| Closed | -$219K | – | 182 |
|
|
2020
Q2 | $219K | Hold |
1,469
| – | – | 0.04% | 167 |
|
|
2020
Q1 | $201K | Buy |
1,469
+65
| +5% | +$10.5K | 0.04% | 166 |
|
|
2019
Q4 | $239K | Hold |
1,404
| – | – | 0.05% | 170 |
|
|
2019
Q3 | $227K | Sell |
1,404
-42
| -3% | -$6.94K | 0.05% | 171 |
|
|
2019
Q2 | $239K | Sell |
1,446
-68
| -4% | -$11K | 0.05% | 180 |
|
|
2019
Q1 | $242K | Sell |
1,514
-62
| -4% | -$9.01K | 0.05% | 170 |
|
|
2018
Q4 | $207K | Buy |
+1,576
| New | +$222K | 0.05% | 176 |
|
|
2018
Q3 | – | Sell |
-2,143
| Closed | -$287K | – | 192 |
|
|
2018
Q2 | $287K | Hold |
2,143
| – | – | 0.07% | 161 |
|
|
2018
Q1 | $243K | Hold |
2,143
| – | – | 0.06% | 172 |
|
|
2017
Q4 | $251K | Hold |
2,143
| – | – | 0.06% | 181 |
|
|
2017
Q3 | $234K | Hold |
2,143
| – | – | 0.06% | 169 |
|
|
2017
Q2 | $220K | Buy |
2,143
+102
| +5% | +$10.3K | 0.06% | 171 |
|
|
2017
Q1 | $209K | Buy |
+2,041
| New | +$208K | 0.06% | 168 |
|
Other funds holding ADP
VCM
VPM
Weatherly Asset Management's ADP Position: Q1 2026 in Review
Weatherly Asset Management sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 791 shares — an estimated $205K sold.
Weatherly Asset Management first reported a position in ADP in Q1 2017 and held it in 28 quarters. The position peaked at $287K in Q2 2018. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.
- Weatherly Asset Management reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
- Weatherly Asset Management sold 791 Automatic Data Processing shares in Q1 2026, an estimated $205K.
- Weatherly Asset Management first reported a position in Automatic Data Processing in Q1 2017 and held it in 28 quarters.
- Weatherly Asset Management's Automatic Data Processing position peaked at $287K in Q2 2018.
- 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.
Based on Weatherly Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.