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Catherine Avery Investment Management’s Automatic Data Processing ADP Stock Holding History

Catherine Avery Investment 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 		– Sell
-50
Closed -$10.2K – 167
2026
Q1 		$10.2K Hold
50
– – ﹤0.01% 85
2025
Q4 		$12.9K Hold
50
– – 0.01% 93
2025
Q3 		$14.7K Hold
50
– – 0.01% 93
2025
Q2 		$15.4K Sell
50
-28
-36% -$8.6K 0.01% 90
2025
Q1 		$23.8K Hold
78
– – 0.02% 79
2024
Q4 		$22.8K Buy
+78
New +$23.1K 0.02% 76

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Catherine Avery Investment Management's ADP Position: Q2 2026 in Review

Catherine Avery Investment Management sold out of Automatic Data Processing (ADP) in Q2 2026, closing a stake of 50 shares — an estimated $10.2K sold.

Catherine Avery Investment Management first reported a position in ADP in Q4 2024 and held it in 6 quarters. The position peaked at $23.8K in Q1 2025. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Catherine Avery Investment Management reported no remaining Automatic Data Processing position as of Q2 2026 after selling out during the quarter.
  • Catherine Avery Investment Management sold 50 Automatic Data Processing shares in Q2 2026, an estimated $10.2K.
  • Catherine Avery Investment Management first reported a position in Automatic Data Processing in Q4 2024 and held it in 6 quarters.
  • Catherine Avery Investment Management's Automatic Data Processing position peaked at $23.8K in Q1 2025.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.