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

Capital Advisors 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
2026
Q3 		$382K Hold
1,480
– – 0.04% 163
2026
Q2 		$331K Sell
1,480
-1
-0.1% -$214 0.04% 176
2026
Q1 		$301K Sell
1,481
-98
-6% -$22.5K 0.04% 170
2025
Q4 		$406K Sell
1,579
-152
-9% -$40.5K 0.06% 141
2025
Q3 		$508K Buy
1,731
+5
+0.3% +$1.5K 0.07% 125
2025
Q2 		$532K Buy
1,726
+1
+0.1% +$307 0.08% 109
2025
Q1 		$527K Buy
1,725
+150
+10% +$45.2K 0.09% 99
2024
Q4 		$461K Hold
1,575
– – 0.08% 101
2024
Q3 		$436K Hold
1,575
– – 0.08% 102
2024
Q2 		$376K Sell
1,575
-25
-2% -$6.14K 0.07% 102
2024
Q1 		$400K Hold
1,600
– – 0.08% 98
2023
Q4 		$373K Hold
1,600
– – 0.08% 96
2023
Q3 		$385K Hold
1,600
– – 0.1% 89
2023
Q2 		$352K Hold
1,600
– – 0.09% 92
2023
Q1 		$356K Hold
1,600
– – 0.1% 94
2022
Q4 		$382K Sell
1,600
-33
-2% -$8.1K 0.12% 83
2022
Q3 		$369K Hold
1,633
– – 0.12% 82
2022
Q2 		$343K Buy
1,633
+63
+4% +$13.8K 0.11% 83
2022
Q1 		$357K Buy
+1,570
New +$336K 0.11% 84

Other funds holding ADP

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Capital Advisors Wealth Management's ADP Position: Q3 2026 in Review

Capital Advisors Wealth Management held its Automatic Data Processing (ADP) position steady in Q3 2026 at 1,480 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #163.

Capital Advisors Wealth Management first reported a position in ADP in Q1 2022 and has held it in 19 quarters since. The position peaked at $532K in Q2 2025. 124 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Capital Advisors Wealth Management held 1,480 shares of Automatic Data Processing worth $382K as of Q3 2026.
  • Capital Advisors Wealth Management left its Automatic Data Processing share count unchanged in Q3 2026.
  • Automatic Data Processing made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #163 holding.
  • Capital Advisors Wealth Management first reported a position in Automatic Data Processing in Q1 2022 and has held it in 19 quarters since.
  • Capital Advisors Wealth Management's Automatic Data Processing position peaked at $532K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.