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Carolinas Wealth Consulting’s Automatic Data Processing ADP Stock Holding History

Carolinas Wealth Consulting’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
-902
Closed -$275K – 15
2025
Q1 		$275K Sell
902
-520
-37% -$157K 0.06% 153
2024
Q4 		$418K Buy
1,422
+189
+15% +$55.9K 0.08% 119
2024
Q3 		$343K Buy
1,233
+5
+0.4% +$1.31K 0.06% 140
2024
Q2 		$295K Buy
1,228
+2
+0.2% +$491 0.06% 143
2024
Q1 		$308K Sell
1,226
-26,299
-96% -$6.43M 0.06% 134
2023
Q4 		$341K Hold
27,525
– – 0.07% 116
2023
Q3 		$319K Sell
27,525
-328
-1% -$80K 0.08% 108
2023
Q2 		$395K Sell
27,853
-23
-0.1% -$4.96K 0.08% 117
2023
Q1 		$405K Buy
27,876
+14
+0.1% +$3.16K 0.09% 117
2022
Q4 		$429K Buy
27,862
+1
+0% +$246 0.1% 110
2022
Q3 		$407K Buy
27,861
+4
+0% +$944 0.1% 103
2022
Q2 		$380K Buy
27,857
+26,108
+1,493% +$5.72M 0.09% 102
2022
Q1 		$400K Sell
1,749
-94
-5% -$20.1K 0.09% 104
2021
Q4 		$456K Buy
1,843
+211
+13% +$47.8K 0.1% 94
2021
Q3 		$328K Buy
1,632
+2
+0.1% +$412 0.08% 111
2021
Q2 		$325K Sell
1,630
-1,169
-42% -$227K 0.07% 119
2021
Q1 		$530K Buy
2,799
+104
+4% +$18.1K 0.13% 80
2020
Q4 		$477K Buy
2,695
+27
+1% +$4.43K 0.13% 86
2020
Q3 		$375K Buy
2,668
+871
+48% +$122K 0.13% 75
2020
Q2 		$269K Buy
1,797
+9
+0.5% +$1.29K 0.11% 88
2020
Q1 		$246K Buy
+1,788
New +$288K 0.13% 84

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

Carolinas Wealth Consulting's ADP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Automatic Data Processing (ADP) in Q2 2025, closing a stake of 902 shares — an estimated $275K sold.

Carolinas Wealth Consulting first reported a position in ADP in Q1 2020 and held it in 21 quarters. The position peaked at $530K in Q1 2021. 2,463 funds tracked by Wall St. Rank hold ADP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Automatic Data Processing position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 902 Automatic Data Processing shares in Q2 2025, an estimated $275K.
  • Carolinas Wealth Consulting first reported a position in Automatic Data Processing in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Automatic Data Processing position peaked at $530K in Q1 2021.
  • 2,463 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.