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Bernard Wealth Management’s Automatic Data Processing ADP Stock Holding History

Bernard Wealth Management’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 		– Sell
-6
Closed -$1.83K – 310
2025
Q1 		$1.83K Buy
+6
New +$1.81K ﹤0.01% 313

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bernard Wealth Management's ADP Position: Q2 2025 in Review

Bernard Wealth Management sold out of Automatic Data Processing (ADP) in Q2 2025, closing a stake of 6 shares — an estimated $1.83K sold.

Bernard Wealth Management first reported a position in ADP in Q1 2025 and held it in 1 quarter. The position peaked at $1.83K in Q1 2025. 2,463 funds tracked by Wall St. Rank hold ADP as of Q2 2025.

  • Bernard Wealth Management reported no remaining Automatic Data Processing position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 6 Automatic Data Processing shares in Q2 2025, an estimated $1.83K.
  • Bernard Wealth Management first reported a position in Automatic Data Processing in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Automatic Data Processing position peaked at $1.83K in Q1 2025.
  • 2,463 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.