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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital Advisors Wealth Management's ADP Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Automatic Data Processing (ADP) stake by 0.07% in Q2 2026, selling an estimated $214 and leaving 1,480 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #176.

Capital Advisors Wealth Management first reported a position in ADP in Q1 2022 and has held it in 18 quarters since. The position peaked at $532K in Q2 2025. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Capital Advisors Wealth Management held 1,480 shares of Automatic Data Processing worth $331K as of Q2 2026.
Capital Advisors Wealth Management sold 1 Automatic Data Processing share in Q2 2026, an estimated $214.
Automatic Data Processing made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #176 holding.
Capital Advisors Wealth Management first reported a position in Automatic Data Processing in Q1 2022 and has held it in 18 quarters since.
Capital Advisors Wealth Management's Automatic Data Processing position peaked at $532K in Q2 2025.
2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.