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

Amplius 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
-1,128
Closed -$348K – 176
2025
Q2 		$348K Buy
1,128
+253
+29% +$77.7K 0.03% 146
2025
Q1 		$267K Buy
875
+31
+4% +$9.35K 0.03% 147
2024
Q4 		$247K Buy
844
+8
+1% +$2.36K 0.03% 153
2024
Q3 		$231K Sell
836
-3
-0.4% -$785 0.03% 158
2024
Q2 		$200K Buy
839
+30
+4% +$7.37K 0.02% 163
2024
Q1 		$202K Sell
809
-60
-7% -$14.7K 0.02% 173
2023
Q4 		$202K Sell
869
-3
-0.3% -$699 0.02% 166
2023
Q3 		$210K Buy
+872
New +$213K 0.03% 148
2023
Q2 		– Sell
-904
Closed -$201K – 167
2023
Q1 		$201K Buy
904
+24
+3% +$5.41K 0.03% 156
2022
Q4 		$210K Buy
+880
New +$216K 0.03% 150
2022
Q3 		– Sell
-975
Closed -$204K – 159
2022
Q2 		$204K Sell
975
-225
-19% -$49.3K 0.03% 158
2022
Q1 		$273K Buy
1,200
+1
+0.1% +$214 0.04% 139
2021
Q4 		$295K Buy
+1,199
New +$271K 0.04% 156

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Amplius Wealth Advisors sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 1,128 shares — an estimated $348K sold.

Amplius Wealth Advisors first reported a position in ADP in Q4 2021 and held it in 13 quarters. The position peaked at $348K in Q2 2025. 2,393 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • Amplius Wealth Advisors reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,128 Automatic Data Processing shares in Q3 2025, an estimated $348K.
  • Amplius Wealth Advisors first reported a position in Automatic Data Processing in Q4 2021 and held it in 13 quarters.
  • Amplius Wealth Advisors's Automatic Data Processing position peaked at $348K in Q2 2025.
  • 2,393 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.