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Wescott Financial Advisory Group’s Automatic Data Processing ADP Stock Holding History

Wescott Financial Advisory Group’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 		– Sell
-1,459
Closed -$375K – 194
2025
Q4 		$375K Buy
1,459
+31
+2% +$8.25K 0.03% 141
2025
Q3 		$419K Buy
1,428
+28
+2% +$8.43K 0.04% 130
2025
Q2 		$432K Sell
1,400
-72
-5% -$22.1K 0.04% 128
2025
Q1 		$450K Sell
1,472
-262
-15% -$79K 0.05% 117
2024
Q4 		$508K Buy
1,734
+89
+5% +$26.3K 0.05% 113
2024
Q3 		$455K Buy
1,645
+9
+0.6% +$2.35K 0.05% 120
2024
Q2 		$390K Sell
1,636
-58
-3% -$14.2K 0.05% 127
2024
Q1 		$423K Sell
1,694
-252
-13% -$61.6K 0.05% 117
2023
Q4 		$453K Sell
1,946
-128
-6% -$29.8K 0.06% 110
2023
Q3 		$499K Sell
2,074
-160
-7% -$39K 0.09% 98
2023
Q2 		$491K Buy
2,234
+58
+3% +$12.5K 0.09% 102
2023
Q1 		$484K Sell
2,176
-81
-4% -$18.3K 0.11% 95
2022
Q4 		$539K Sell
2,257
-832
-27% -$204K 0.12% 88
2022
Q3 		$699K Buy
3,089
+56
+2% +$13.2K 0.19% 68
2022
Q2 		$637K Buy
+3,033
New +$665K 0.17% 69

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wescott Financial Advisory Group's ADP Position: Q1 2026 in Review

Wescott Financial Advisory Group sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 1,459 shares — an estimated $375K sold.

Wescott Financial Advisory Group first reported a position in ADP in Q2 2022 and held it in 15 quarters. The position peaked at $699K in Q3 2022. 2,283 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Wescott Financial Advisory Group reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 1,459 Automatic Data Processing shares in Q1 2026, an estimated $375K.
  • Wescott Financial Advisory Group first reported a position in Automatic Data Processing in Q2 2022 and held it in 15 quarters.
  • Wescott Financial Advisory Group's Automatic Data Processing position peaked at $699K in Q3 2022.
  • 2,283 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.