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Bordeaux Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Bordeaux 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
Q2 		$1.16M Buy
3,772
+2
+0.1% +$614 0.15% 54
2025
Q1 		$1.15M Sell
3,770
-32
-0.8% -$9.65K 0.21% 51
2024
Q4 		$1.11M Buy
3,802
+72
+2% +$21.3K 0.18% 54
2024
Q3 		$1.03M Buy
3,730
+204
+6% +$53.3K 0.19% 54
2024
Q2 		$842K Buy
3,526
+18
+0.5% +$4.42K 0.16% 59
2024
Q1 		$876K Sell
3,508
-127
-3% -$31K 0.29% 40
2023
Q4 		$847K Sell
3,635
-6
-0.2% -$1.4K 0.29% 42
2023
Q3 		$876K Buy
3,641
+28
+0.8% +$6.83K 0.35% 38
2023
Q2 		$794K Sell
3,613
-2
-0.1% -$431 0.33% 38
2023
Q1 		$805K Sell
3,615
-82
-2% -$18.5K 0.41% 39
2022
Q4 		$883K Sell
3,697
-15
-0.4% -$3.68K 0.48% 30
2022
Q3 		$840K Buy
3,712
+49
+1% +$11.6K 0.53% 33
2022
Q2 		$769K Buy
3,663
+7
+0.2% +$1.53K 0.53% 34
2022
Q1 		$832K Sell
3,656
-664
-15% -$142K 0.45% 39
2021
Q4 		$1.06M Buy
4,320
+63
+1% +$14.3K 0.49% 33
2021
Q3 		$851K Sell
4,257
-300
-7% -$61.8K 0.48% 33
2021
Q2 		$905K Buy
4,557
+300
+7% +$58.3K 0.52% 30
2021
Q1 		$802K Hold
4,257
– – 0.56% 28
2020
Q4 		$750K Buy
+4,257
New +$699K 0.56% 27

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

Bordeaux Wealth Advisors's ADP Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Automatic Data Processing (ADP) stake by 0.05% in Q2 2025, buying an estimated $614 and bringing the position to 3,772 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #54.

Bordeaux Wealth Advisors first reported a position in ADP in Q4 2020 and has held it in 19 quarters since. 2,464 funds tracked by Wall St. Rank hold ADP as of Q2 2025.

  • Bordeaux Wealth Advisors held 3,772 shares of Automatic Data Processing worth $1.16M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 2 Automatic Data Processing shares in Q2 2025, an estimated $614.
  • Automatic Data Processing made up 0.15% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #54 holding.
  • Bordeaux Wealth Advisors first reported a position in Automatic Data Processing in Q4 2020 and has held it in 19 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.