1858 Wealth Management’s Automatic Data Processing ADP Stock Holding History

1858 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
2025 Q3	$1.57M	Sell	5,351 -300	-5%	-$90.3K	1.1%	29
2025 Q2	$1.74M	Sell	5,651 -300	-5%	-$92.1K	1.29%	24
2025 Q1	$1.82M	Sell	5,951 -261	-4%	-$78.7K	1.54%	20
2024 Q4	$1.82M	Sell	6,212 -20	-0.3%	-$5.91K	1.44%	20
2024 Q3	$1.72M	Hold	6,232	–	–	1.42%	22
2024 Q2	$1.49M	Buy	6,232 +24	+0.4%	+$5.89K	1.23%	27
2024 Q1	$1.45M	Hold	6,208	–	–	1.37%	21
2023 Q4	$1.45M	Buy	+6,208	New	+$1.45M	1.37%	21

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

1858 Wealth Management's ADP Position: Q3 2025 in Review

1858 Wealth Management reduced its Automatic Data Processing (ADP) stake by 5.3% in Q3 2025, selling an estimated $90.3K and leaving 5,351 shares worth $1.57M. The position accounts for 1.1% of the portfolio, ranked #29.

1858 Wealth Management first reported a position in ADP in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.82M in Q4 2024. 2,388 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

1858 Wealth Management held 5,351 shares of Automatic Data Processing worth $1.57M as of Q3 2025.
1858 Wealth Management sold 300 Automatic Data Processing shares in Q3 2025, an estimated $90.3K.
Automatic Data Processing made up 1.1% of 1858 Wealth Management's portfolio in Q3 2025, its #29 holding.
1858 Wealth Management first reported a position in Automatic Data Processing in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Automatic Data Processing position peaked at $1.82M in Q4 2024.
2,388 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.