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AWS
Atria Wealth Solutions’s
Automatic Data Processing
ADP
Stock Holding History
Atria Wealth Solutions’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
Q2
$1.29M
Sell
4,149
-23,970
-85%
-$7.36M
0.03%
552
2025
Q1
$8.63M
Buy
28,119
+4,832
+21%
+$1.46M
0.1%
211
2024
Q4
$6.85M
Sell
23,287
-15,555
-40%
-$4.6M
0.08%
273
2024
Q3
$10.8M
Buy
38,842
+15,828
+69%
+$4.14M
0.12%
185
2024
Q2
$5.52M
Buy
23,014
+239
+1%
+$58.7K
0.06%
318
2024
Q1
$5.71M
Buy
22,775
+1,365
+6%
+$334K
0.06%
302
2023
Q4
$5.01M
Sell
21,410
-6
-0%
-$1.4K
0.06%
309
2023
Q3
$5.17M
Buy
21,416
+1,562
+8%
+$381K
0.07%
284
2023
Q2
$4.38M
Buy
19,854
+1,262
+7%
+$272K
0.06%
325
2023
Q1
$4.16M
Sell
18,592
-2,406
-11%
-$543K
0.06%
309
2022
Q4
$5.04M
Sell
20,998
-105
-0.5%
-$25.8K
0.08%
253
2022
Q3
$4.79M
Sell
21,103
-1,020
-5%
-$241K
0.08%
238
2022
Q2
$4.42M
Buy
22,123
+9,523
+76%
+$2.09M
0.09%
254
2022
Q1
$2.87M
Buy
+12,600
New
+$2.7M
0.05%
385
Other funds holding ADP
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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