Castleview Partners’s Automatic Data Processing ADP Stock Holding History

Castleview Partners’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 Q1	–	Sell	-377	Closed	-$109K	–	183
2024 Q4	$109K	Buy	377 +1	+0.3%	+$296	0.06%	245
2024 Q3	$104K	Buy	376 +1	+0.3%	+$262	0.06%	228
2024 Q2	$89.5K	Sell	375 -8	-2%	-$1.96K	0.05%	255
2024 Q1	$95.6K	Buy	383 +1	+0.3%	+$244	0.05%	257
2023 Q4	$88.9K	Buy	382 +182	+91%	+$42.4K	0.06%	223
2023 Q3	$48.1K	Hold	200	–	–	0.04%	261
2023 Q2	$44K	Hold	200	–	–	0.04%	269
2023 Q1	$44.5K	Buy	+200	New	+$45.1K	0.04%	277
2022 Q4	–	Sell	-263	Closed	-$59K	–	636
2022 Q3	$59K	Sell	263 -112	-30%	-$26.4K	0.06%	225
2022 Q2	$806K	Sell	375 -588	-61%	-$129K	0.64%	26
2022 Q1	$219K	Buy	+963	New	+$206K	0.14%	148
2021 Q2	$598K	Buy	+3,011	New	+$585K	0.26%	82

Other funds holding ADP

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Castleview Partners's ADP Position: Q1 2025 in Review

Castleview Partners sold out of Automatic Data Processing (ADP) in Q1 2025, closing a stake of 377 shares — an estimated $109K sold.

Castleview Partners first reported a position in ADP in Q2 2021 and held it in 12 quarters. The position peaked at $806K in Q2 2022. 2,462 funds tracked by Wall St. Rank hold ADP as of Q1 2025.

Castleview Partners reported no remaining Automatic Data Processing position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 377 Automatic Data Processing shares in Q1 2025, an estimated $109K.
Castleview Partners first reported a position in Automatic Data Processing in Q2 2021 and held it in 12 quarters.
Castleview Partners's Automatic Data Processing position peaked at $806K in Q2 2022.
2,462 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.