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Caliber Wealth Management (Kansas)’s Automatic Data Processing ADP Stock Holding History

Caliber Wealth Management (Kansas)’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
-3,115
Closed -$961K – 252
2025
Q2 		$961K Buy
3,115
+77
+3% +$23.7K 0.1% 140
2025
Q1 		$928K Buy
+3,038
New +$916K 0.13% 131

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s ADP Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 3,115 shares — an estimated $961K sold.

Caliber Wealth Management (Kansas) first reported a position in ADP in Q1 2025 and held it in 2 quarters. The position peaked at $961K in Q2 2025. 2,393 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 3,115 Automatic Data Processing shares in Q3 2025, an estimated $961K.
  • Caliber Wealth Management (Kansas) first reported a position in Automatic Data Processing in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s Automatic Data Processing position peaked at $961K in Q2 2025.
  • 2,393 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.