CHWM
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Cauble & Harre Wealth Management’s Automatic Data Processing ADP Stock Holding History

Cauble & Harre 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
2026
Q1 		– Sell
-788
Closed -$204K – 75
2025
Q4 		$204K Buy
+788
New +$210K 0.17% 70

Other funds holding ADP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $1.91T 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 $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cauble & Harre Wealth Management's ADP Position: Q1 2026 in Review

Cauble & Harre Wealth Management sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 788 shares — an estimated $204K sold.

Cauble & Harre Wealth Management first reported a position in ADP in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Cauble & Harre Wealth Management reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Cauble & Harre Wealth Management sold 788 Automatic Data Processing shares in Q1 2026, an estimated $204K.
  • Cauble & Harre Wealth Management first reported a position in Automatic Data Processing in Q4 2025 and held it in 1 quarter.
  • Cauble & Harre Wealth Management's Automatic Data Processing position peaked at $204K in Q4 2025.
  • 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.