Westshore Wealth’s Automatic Data Processing ADP Stock Holding History

Westshore Wealth’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	-980	Closed	-$252K	–	103
2025 Q4	$252K	Hold	980	–	–	0.08%	78
2025 Q3	$288K	Hold	980	–	–	0.1%	75
2025 Q2	$302K	Hold	980	–	–	0.12%	72
2025 Q1	$299K	Hold	980	–	–	0.13%	69
2024 Q4	$287K	Hold	980	–	–	0.12%	71
2024 Q3	$271K	Sell	980 -100	-9%	-$26.1K	0.11%	73
2024 Q2	$258K	Hold	1,080	–	–	0.11%	76
2024 Q1	$270K	Hold	1,080	–	–	0.11%	73
2023 Q4	$252K	Sell	1,080 -12	-1%	-$2.8K	0.12%	71
2023 Q3	$263K	Sell	1,092 -688	-39%	-$168K	0.15%	63
2023 Q2	$391K	Buy	+1,780	New	+$384K	0.2%	44

Other funds holding ADP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Westshore Wealth's ADP Position: Q1 2026 in Review

Westshore Wealth sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 980 shares — an estimated $252K sold.

Westshore Wealth first reported a position in ADP in Q2 2023 and held it in 11 quarters. The position peaked at $391K in Q2 2023. 2,268 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Westshore Wealth reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
Westshore Wealth sold 980 Automatic Data Processing shares in Q1 2026, an estimated $252K.
Westshore Wealth first reported a position in Automatic Data Processing in Q2 2023 and held it in 11 quarters.
Westshore Wealth's Automatic Data Processing position peaked at $391K in Q2 2023.
2,268 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.