CAWM
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Capital A Wealth Management’s Automatic Data Processing ADP Stock Holding History

Capital A 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
-549
Closed -$168K – 422
2025
Q1 		$168K Hold
549
– – 0.18% 80
2024
Q4 		$161K Buy
+549
New +$162K 0.27% 78

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

Capital A Wealth Management's ADP Position: Q2 2025 in Review

Capital A Wealth Management sold out of Automatic Data Processing (ADP) in Q2 2025, closing a stake of 549 shares — an estimated $168K sold.

Capital A Wealth Management first reported a position in ADP in Q4 2024 and held it in 2 quarters. The position peaked at $168K in Q1 2025. 2,464 funds tracked by Wall St. Rank hold ADP as of Q2 2025.

  • Capital A Wealth Management reported no remaining Automatic Data Processing position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 549 Automatic Data Processing shares in Q2 2025, an estimated $168K.
  • Capital A Wealth Management first reported a position in Automatic Data Processing in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Automatic Data Processing position peaked at $168K in Q1 2025.
  • 2,464 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.