Xcel Wealth Management’s Automatic Data Processing ADP Stock Holding History

Xcel Wealth Management’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	$206K	Sell	1,015 -200	-16%	-$45.9K	0.06%	131
2025 Q4	$313K	Buy	1,215 +406	+50%	+$108K	0.08%	129
2025 Q3	$237K	Hold	809	–	–	0.06%	130
2025 Q2	$249K	Sell	809 -291	-26%	-$89.4K	0.07%	125
2025 Q1	$336K	Hold	1,100	–	–	0.1%	107
2024 Q4	$322K	Hold	1,100	–	–	0.09%	109
2024 Q3	$304K	Hold	1,100	–	–	0.09%	108
2024 Q2	$263K	Sell	1,100 -400	-27%	-$98.2K	0.08%	114
2024 Q1	$375K	Sell	1,500 -37	-2%	-$9.04K	0.12%	91
2023 Q4	$358K	Hold	1,537	–	–	0.13%	89
2023 Q3	$370K	Hold	1,537	–	–	0.15%	85
2023 Q2	$338K	Hold	1,537	–	–	0.11%	107
2023 Q1	$342K	Hold	1,537	–	–	0.12%	105
2022 Q4	$367K	Sell	1,537 -1	-0.1%	-$246	0.14%	92
2022 Q3	$348K	Hold	1,538	–	–	0.13%	96
2022 Q2	$323K	Buy	1,538 +1	+0.1%	+$219	0.12%	99
2022 Q1	$350K	Sell	1,537 -1	-0.1%	-$214	0.1%	114
2021 Q4	$379K	Buy	1,538 +1	+0.1%	+$226	0.1%	118
2021 Q3	$307K	Hold	1,537	–	–	0.09%	120
2021 Q2	$305K	Hold	1,537	–	–	0.09%	120
2021 Q1	$290K	Hold	1,537	–	–	0.1%	112
2020 Q4	$270K	Hold	1,537	–	–	0.12%	107
2020 Q3	$214K	Hold	1,537	–	–	0.11%	101
2020 Q2	$228K	Buy	+1,537	New	+$220K	0.14%	90

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

Xcel Wealth Management's ADP Position: Q1 2026 in Review

Xcel Wealth Management reduced its Automatic Data Processing (ADP) stake by 16% in Q1 2026, selling an estimated $45.9K and leaving 1,015 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #131.

Xcel Wealth Management first reported a position in ADP in Q2 2020 and has held it in 24 quarters since. The position peaked at $379K in Q4 2021. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

Xcel Wealth Management held 1,015 shares of Automatic Data Processing worth $206K as of Q1 2026.
Xcel Wealth Management sold 200 Automatic Data Processing shares in Q1 2026, an estimated $45.9K.
Automatic Data Processing made up 0.06% of Xcel Wealth Management's portfolio in Q1 2026, its #131 holding.
Xcel Wealth Management first reported a position in Automatic Data Processing in Q2 2020 and has held it in 24 quarters since.
Xcel Wealth Management's Automatic Data Processing position peaked at $379K in Q4 2021.
2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.