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Briaud Financial Planning’s Automatic Data Processing ADP Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-400
Closed -$123K – 39
2025
Q2 		$123K Hold
400
– – 0.05% 58
2025
Q1 		$122K Hold
400
– – 0.05% 49
2024
Q4 		$117K Hold
400
– – 0.05% 43
2024
Q3 		$110K Hold
400
– – 0.06% 36
2024
Q2 		$95K Hold
400
– – 0.05% 38
2024
Q1 		$100K Buy
+400
New +$97.7K 0.06% 39
2023
Q4 		– Sell
-400
Closed -$96K – 15
2023
Q3 		$96K Buy
+400
New +$97.5K 0.08% 37

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Briaud Financial Planning's ADP Position: Q3 2025 in Review

Briaud Financial Planning sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 400 shares — an estimated $123K sold.

Briaud Financial Planning first reported a position in ADP in Q3 2023 and held it in 7 quarters. The position peaked at $123K in Q2 2025. 2,387 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • Briaud Financial Planning reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 400 Automatic Data Processing shares in Q3 2025, an estimated $123K.
  • Briaud Financial Planning first reported a position in Automatic Data Processing in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Automatic Data Processing position peaked at $123K in Q2 2025.
  • 2,387 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.