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

49 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 Q2	–	Sell	-1,105	Closed	-$225K	–	191
2026 Q1	$225K	Sell	1,105 -23	-2%	-$5.27K	0.02%	179
2025 Q4	$290K	Buy	1,128 +206	+22%	+$54.8K	0.02%	157
2025 Q3	$271K	Sell	922 -30	-3%	-$9.03K	0.03%	157
2025 Q2	$294K	Sell	952 -3	-0.3%	-$921	0.03%	136
2025 Q1	$292K	Sell	955 -92	-9%	-$27.8K	0.04%	144
2024 Q4	$306K	Sell	1,047 -115	-10%	-$34K	0.04%	119
2024 Q3	$321K	Buy	+1,162	New	+$304K	0.05%	115

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

49 Wealth Management's ADP Position: Q2 2026 in Review

49 Wealth Management sold out of Automatic Data Processing (ADP) in Q2 2026, closing a stake of 1,105 shares — an estimated $225K sold.

49 Wealth Management first reported a position in ADP in Q3 2024 and held it in 7 quarters. The position peaked at $321K in Q3 2024. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

49 Wealth Management reported no remaining Automatic Data Processing position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 1,105 Automatic Data Processing shares in Q2 2026, an estimated $225K.
49 Wealth Management first reported a position in Automatic Data Processing in Q3 2024 and held it in 7 quarters.
49 Wealth Management's Automatic Data Processing position peaked at $321K in Q3 2024.
2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.