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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 0.07% 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 0.08% 254
2022
Q1 		$2.87M Buy
+12,600
New +$2.7M 0.05% 385

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's ADP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Automatic Data Processing (ADP) stake by 85% in Q2 2025, selling an estimated $7.36M and leaving 4,149 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #552.

Atria Wealth Solutions first reported a position in ADP in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.8M in Q3 2024. 2,467 funds tracked by Wall St. Rank hold ADP as of Q2 2025.

  • Atria Wealth Solutions held 4,149 shares of Automatic Data Processing worth $1.29M as of Q2 2025.
  • Atria Wealth Solutions sold 23,970 Automatic Data Processing shares in Q2 2025, an estimated $7.36M.
  • Automatic Data Processing made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #552 holding.
  • Atria Wealth Solutions first reported a position in Automatic Data Processing in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Automatic Data Processing position peaked at $10.8M in Q3 2024.
  • 2,467 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.