Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Automatic Data Processing ADP Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$5.59M Buy
27,519
+1,583
+6% +$363K 0.01% 759
2025
Q4 		$6.67M Sell
25,936
-3,040
-10% -$809K 0.02% 666
2025
Q3 		$8.5M Buy
28,976
+789
+3% +$237K 0.03% 522
2025
Q2 		$8.69M Sell
28,187
-2,546
-8% -$782K 0.03% 420
2025
Q1 		$9.39M Buy
30,733
+2,098
+7% +$633K 0.04% 363
2024
Q4 		$8.38M Buy
28,635
+8,694
+44% +$2.57M 0.03% 355
2024
Q3 		$5.52M Buy
19,941
+1,603
+9% +$419K 0.02% 422
2024
Q2 		$4.38M Buy
18,338
+141
+0.8% +$34.6K 0.02% 445
2024
Q1 		$4.54M Buy
18,197
+334
+2% +$81.6K 0.02% 438
2023
Q4 		$4.16M Sell
17,863
-1,050
-6% -$245K 0.02% 430
2023
Q3 		$4.55M Buy
18,913
+2,263
+14% +$552K 0.03% 379
2023
Q2 		$3.66M Buy
16,650
+1,993
+14% +$430K 0.02% 408
2023
Q1 		$3.26M Sell
14,657
-114
-0.8% -$25.7K 0.02% 403
2022
Q4 		$3.53M Buy
14,771
+876
+6% +$215K 0.03% 365
2022
Q3 		$3.14M Buy
13,895
+1,083
+8% +$256K 0.03% 351
2022
Q2 		$2.69M Buy
12,812
+2,242
+21% +$491K 0.02% 371
2022
Q1 		$2.4M Buy
10,570
+1,136
+12% +$243K 0.02% 379
2021
Q4 		$2.33M Buy
+9,434
New +$2.14M 0.02% 401
2021
Q2 		$1.31M Hold
6,584
– – 0.01% 521
2021
Q1 		$1.31M Hold
6,584
– – 0.01% 521
2020
Q4 		$1.31M Hold
6,584
– – 0.01% 521
2020
Q3 		$1.31M Hold
6,584
– – 0.01% 521
2020
Q2 		$1.31M Hold
6,584
– – 0.01% 521
2020
Q1 		$1.31M Hold
6,584
– – 0.01% 521
2019
Q4 		$1.31M Hold
6,584
– – 0.01% 521
2019
Q3 		$1.31M Hold
6,584
– – 0.01% 521
2019
Q2 		$1.31M Hold
6,584
– – 0.01% 521
2019
Q1 		$1.31M Buy
6,584
+3,212
+95% +$467K 0.01% 521
2018
Q4 		$442K Buy
3,372
+483
+17% +$68.2K 0.01% 472
2018
Q3 		$435K Sell
2,889
-76
-3% -$10.7K 0.01% 406
2018
Q2 		$398K Buy
2,965
+189
+7% +$24K 0.01% 352
2018
Q1 		$315K Buy
2,776
+49
+2% +$5.71K 0.01% 323
2017
Q4 		$320K Sell
2,727
-43
-2% -$4.92K 0.01% 304
2017
Q3 		$303K Buy
2,770
+36
+1% +$3.85K 0.01% 290
2017
Q2 		$280K Sell
2,734
-68
-2% -$6.88K 0.01% 288
2017
Q1 		$287K Sell
2,802
-240
-8% -$24.5K 0.02% 267
2016
Q4 		$313K Buy
3,042
+1,693
+126% +$158K 0.02% 239
2016
Q3 		$119K Sell
1,349
-133
-9% -$12.1K 0.01% 315
2016
Q2 		$136K Buy
1,482
+114
+8% +$10.1K 0.01% 273
2016
Q1 		$123K Sell
1,368
-681
-33% -$57.1K 0.01% 260
2015
Q4 		$174K Buy
2,049
+605
+42% +$52.1K 0.02% 234
2015
Q3 		$116K Buy
+1,444
New +$116K 0.01% 232
2014
Q1 		– Sell
-726
Closed -$51K – 147
2013
Q4 		$51K Buy
+726
New +$48.8K 0.01% 256

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ADP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Automatic Data Processing (ADP) stake by 6.1% in Q1 2026, buying an estimated $363K and bringing the position to 27,519 shares worth $5.59M. The position accounts for 0.01% of the portfolio, ranked #759.

Carson Wealth (CWM LLC) first reported a position in ADP in Q4 2013 and has held it in 43 quarters since. The position peaked at $9.39M in Q1 2025. 2,276 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,519 shares of Automatic Data Processing worth $5.59M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,583 Automatic Data Processing shares in Q1 2026, an estimated $363K.
  • Automatic Data Processing made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #759 holding.
  • Carson Wealth (CWM LLC) first reported a position in Automatic Data Processing in Q4 2013 and has held it in 43 quarters since.
  • Carson Wealth (CWM LLC)'s Automatic Data Processing position peaked at $9.39M in Q1 2025.
  • 2,276 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.