AWM
ADP icon

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

Accredited 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 		$892K Sell
750
-2,272
-75% -$684K 0.66% 33
2025
Q2 		$937K Buy
+3,022
New +$928K 0.76% 30
2025
Q1 		– Sell
-3,842
Closed -$1.13M – 364
2024
Q4 		$1.13M Buy
+3,842
New +$1.14M 0.99% 25

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Accredited Wealth Management reduced its Automatic Data Processing (ADP) stake by 75% in Q3 2025, selling an estimated $684K and leaving 750 shares worth $892K. The position accounts for 0.66% of the portfolio, ranked #33.

Accredited Wealth Management first reported a position in ADP in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.13M in Q4 2024. 2,387 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • Accredited Wealth Management held 750 shares of Automatic Data Processing worth $892K as of Q3 2025.
  • Accredited Wealth Management sold 2,272 Automatic Data Processing shares in Q3 2025, an estimated $684K.
  • Automatic Data Processing made up 0.66% of Accredited Wealth Management's portfolio in Q3 2025, its #33 holding.
  • Accredited Wealth Management first reported a position in Automatic Data Processing in Q4 2024 and has held it in 3 quarters since.
  • Accredited Wealth Management's Automatic Data Processing position peaked at $1.13M in Q4 2024.
  • 2,387 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.