CarsonAllaria Wealth Management’s Automatic Data Processing ADP Stock Holding History

CarsonAllaria 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 Q3	–	Sell	-153	Closed	-$47.3K	–	77
2025 Q2	$47.3K	Hold	153	–	–	0.03%	139
2025 Q1	$46.9K	Buy	153 +1	+0.7%	+$302	0.03%	133
2024 Q4	$44.7K	Buy	152 +1	+0.7%	+$296	0.03%	137
2024 Q3	$42K	Hold	151	–	–	0.02%	138
2024 Q2	$36K	Buy	151 +1	+0.7%	+$246	0.02%	141
2024 Q1	$37.5K	Buy	150 +1	+0.7%	+$244	0.02%	148
2023 Q4	$34.8K	Hold	149	–	–	0.02%	135
2023 Q3	$36K	Buy	149 +1	+0.7%	+$244	0.03%	128
2023 Q2	$32.7K	Buy	148 +1	+0.7%	+$216	0.03%	138
2023 Q1	$32.9K	Hold	147	–	–	0.03%	134
2022 Q4	$35K	Buy	+147	New	+$36.1K	0.03%	119

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CarsonAllaria Wealth Management's ADP Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 153 shares — an estimated $47.3K sold.

CarsonAllaria Wealth Management first reported a position in ADP in Q4 2022 and held it in 11 quarters. The position peaked at $47.3K in Q2 2025. 2,387 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 153 Automatic Data Processing shares in Q3 2025, an estimated $47.3K.
CarsonAllaria Wealth Management first reported a position in Automatic Data Processing in Q4 2022 and held it in 11 quarters.
CarsonAllaria Wealth Management's Automatic Data Processing position peaked at $47.3K in Q2 2025.
2,387 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.