Winch Advisory Services’s Automatic Data Processing ADP Stock Holding History

Winch Advisory Services’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	$2.42K	Hold	12	–	–	﹤0.01%	413
2025 Q4	$3.05K	Hold	12	–	–	﹤0.01%	396
2025 Q3	$3.46K	Hold	12	–	–	﹤0.01%	386
2025 Q2	$3.62K	Hold	12	–	–	﹤0.01%	369
2025 Q1	$3.56K	Hold	12	–	–	﹤0.01%	367
2024 Q4	$3.4K	Hold	12	–	–	﹤0.01%	400
2024 Q3	$3.2K	Buy	12 +1	+9%	+$262	﹤0.01%	349
2024 Q2	$2.74K	Hold	11	–	–	﹤0.01%	357
2024 Q1	$2.85K	Hold	11	–	–	﹤0.01%	349
2023 Q4	$2.64K	Hold	11	–	–	﹤0.01%	343
2023 Q3	$3K	Hold	11	–	–	﹤0.01%	323
2023 Q2	$2K	Hold	11	–	–	﹤0.01%	348
2023 Q1	$2K	Hold	11	–	–	﹤0.01%	343
2022 Q4	$3K	Hold	11	–	–	﹤0.01%	305
2022 Q3	$3K	Hold	11	–	–	﹤0.01%	293
2022 Q2	$2K	Sell	11 -1	-8%	-$219	﹤0.01%	337
2022 Q1	$3K	Hold	12	–	–	﹤0.01%	347
2021 Q4	$3K	Sell	12 -11	-48%	-$2.49K	﹤0.01%	359
2021 Q3	$5K	Hold	23	–	–	﹤0.01%	323
2021 Q2	$5K	Hold	23	–	–	﹤0.01%	326
2021 Q1	$4K	Hold	23	–	–	﹤0.01%	322
2020 Q4	$4K	Buy	+23	New	+$3.78K	﹤0.01%	309
2020 Q1	–	Sell	-23	Closed	-$4K	–	340
2019 Q4	$4K	Buy	+23	New	+$3.81K	﹤0.01%	266
2015 Q2	–	Sell	-6,190	Closed	-$530K	–	283
2015 Q1	$530K	Buy	+6,190	New	+$533K	0.31%	48

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

Winch Advisory Services's ADP Position: Q1 2026 in Review

Winch Advisory Services held its Automatic Data Processing (ADP) position steady in Q1 2026 at 12 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Winch Advisory Services first reported a position in ADP in Q1 2015 and has held it in 24 quarters since. The position peaked at $530K in Q1 2015. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Winch Advisory Services held 12 shares of Automatic Data Processing worth $2.42K as of Q1 2026.
Winch Advisory Services left its Automatic Data Processing share count unchanged in Q1 2026.
Automatic Data Processing made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #413 holding.
Winch Advisory Services first reported a position in Automatic Data Processing in Q1 2015 and has held it in 24 quarters since.
Winch Advisory Services's Automatic Data Processing position peaked at $530K in Q1 2015.
2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.