AWA
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AGH Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

AGH Wealth Advisors’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 		– Sell
-661
Closed -$204K – 127
2025
Q2 		$204K Buy
+661
New +$203K 0.17% 124

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

AGH Wealth Advisors's ADP Position: Q3 2025 in Review

AGH Wealth Advisors sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 661 shares — an estimated $204K sold.

AGH Wealth Advisors first reported a position in ADP in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 2,387 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • AGH Wealth Advisors reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
  • AGH Wealth Advisors sold 661 Automatic Data Processing shares in Q3 2025, an estimated $204K.
  • AGH Wealth Advisors first reported a position in Automatic Data Processing in Q2 2025 and held it in 1 quarter.
  • AGH Wealth Advisors's Automatic Data Processing position peaked at $204K in Q2 2025.
  • 2,387 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on AGH Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.