AWE
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Avidian Wealth Enterprises’s Automatic Data Processing ADP Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$1.06M Buy
4,103
+376
+10% +$99.7K 0.03% 324
2026
Q2 		$835K Buy
3,727
+1,333
+56% +$285K 0.02% 362
2026
Q1 		$486K Buy
2,394
+938
+64% +$215K 0.02% 439
2025
Q4 		$375K Hold
1,456
– – 0.01% 431
2025
Q3 		$427K Sell
1,456
-60
-4% -$18.1K 0.02% 399
2025
Q2 		$467K Buy
1,516
+56
+4% +$17.2K 0.02% 348
2025
Q1 		$446K Buy
1,460
+50
+4% +$15.1K 0.02% 330
2024
Q4 		$413K Buy
1,410
+125
+10% +$36.9K 0.02% 337
2024
Q3 		$356K Sell
1,285
-82
-6% -$21.4K 0.02% 365
2024
Q2 		$326K Buy
1,367
+129
+10% +$31.7K 0.01% 376
2024
Q1 		$309K Buy
1,238
+131
+12% +$32K 0.02% 354
2023
Q4 		$258K Buy
1,107
+183
+20% +$42.6K 0.02% 368
2023
Q3 		$222K Sell
924
-231
-20% -$56.3K 0.02% 372
2023
Q2 		$254K Sell
1,155
-1,400
-55% -$302K 0.02% 362
2023
Q1 		$569K Buy
2,555
+400
+19% +$90.2K 0.03% 272
2022
Q4 		$515K Buy
2,155
+13
+0.6% +$3.19K 0.03% 272
2022
Q3 		$484K Sell
2,142
-54
-2% -$12.7K 0.04% 239
2022
Q2 		$461K Sell
2,196
-184
-8% -$40.3K 0.03% 277
2022
Q1 		$542K Sell
2,380
-127
-5% -$27.2K 0.03% 283
2021
Q4 		$618K Buy
2,507
+148
+6% +$33.5K 0.04% 263
2021
Q3 		$472K Buy
2,359
+278
+13% +$57.3K 0.04% 223
2021
Q2 		$413K Sell
2,081
-98
-4% -$19K 0.03% 259
2021
Q1 		$411K Buy
2,179
+61
+3% +$10.6K 0.04% 237
2020
Q4 		$373K Sell
2,118
-1,578
-43% -$259K 0.04% 228
2020
Q3 		$515K Sell
3,696
-2,976
-45% -$417K 0.06% 153
2020
Q2 		$993K Buy
6,672
+4,439
+199% +$636K 0.13% 91
2020
Q1 		$305K Sell
2,233
-18
-0.8% -$2.9K 0.05% 143
2019
Q4 		$384K Buy
2,251
+976
+77% +$162K 0.05% 147
2019
Q3 		$206K Buy
+1,275
New +$211K 0.03% 180

Other funds holding ADP

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Avidian Wealth Enterprises's ADP Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Automatic Data Processing (ADP) stake by 10% in Q3 2026, buying an estimated $99.7K and bringing the position to 4,103 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #324.

Avidian Wealth Enterprises first reported a position in ADP in Q3 2019 and has held it in 29 quarters since. 124 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Avidian Wealth Enterprises held 4,103 shares of Automatic Data Processing worth $1.06M as of Q3 2026.
  • Avidian Wealth Enterprises bought 376 Automatic Data Processing shares in Q3 2026, an estimated $99.7K.
  • Automatic Data Processing made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #324 holding.
  • Avidian Wealth Enterprises first reported a position in Automatic Data Processing in Q3 2019 and has held it in 29 quarters since.
  • 124 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.