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

Compass 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
Q2 		– Sell
-232
Closed -$70.9K – 157
2025
Q1 		$70.9K Hold
232
– – 0.02% 215
2024
Q4 		$67.9K Hold
232
– – 0.02% 219
2024
Q3 		$64.2K Sell
232
-35
-13% -$9.15K 0.02% 231
2024
Q2 		$63.7K Hold
267
– – 0.02% 229
2024
Q1 		$66.7K Hold
267
– – 0.02% 227
2023
Q4 		$62.2K Hold
267
– – 0.02% 228
2023
Q3 		$64.2K Hold
267
– – 0.02% 214
2023
Q2 		$58.7K Hold
267
– – 0.02% 232
2023
Q1 		$59.4K Hold
267
– – 0.02% 225
2022
Q4 		$63.8K Buy
+267
New +$65.6K 0.02% 211

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Compass Wealth Management's ADP Position: Q2 2025 in Review

Compass Wealth Management sold out of Automatic Data Processing (ADP) in Q2 2025, closing a stake of 232 shares — an estimated $70.9K sold.

Compass Wealth Management first reported a position in ADP in Q4 2022 and held it in 10 quarters. The position peaked at $70.9K in Q1 2025. 2,463 funds tracked by Wall St. Rank hold ADP as of Q2 2025.

  • Compass Wealth Management reported no remaining Automatic Data Processing position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 232 Automatic Data Processing shares in Q2 2025, an estimated $70.9K.
  • Compass Wealth Management first reported a position in Automatic Data Processing in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Automatic Data Processing position peaked at $70.9K in Q1 2025.
  • 2,463 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.