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

Congress 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 		$8.95M Sell
29,025
-146
-0.5% -$44.8K 0.09% 270
2025
Q1 		$8.86M Buy
29,171
+15,936
+120% +$4.81M 0.11% 229
2024
Q4 		$3.87M Buy
13,235
+4,654
+54% +$1.38M 0.05% 319
2024
Q3 		$2.37M Sell
8,581
-166
-2% -$43.4K 0.03% 394
2024
Q2 		$2.09M Sell
8,747
-551
-6% -$135K 0.03% 352
2024
Q1 		$2.32M Sell
9,298
-542
-6% -$132K 0.04% 300
2023
Q4 		$2.29M Buy
9,840
+3,707
+60% +$864K 0.04% 301
2023
Q3 		$1.48M Sell
6,133
-327
-5% -$79.7K 0.03% 336
2023
Q2 		$1.42M Buy
6,460
+125
+2% +$27K 0.03% 307
2023
Q1 		$1.41M Buy
6,335
+23
+0.4% +$5.19K 0.03% 310
2022
Q4 		$1.51M Buy
6,312
+68
+1% +$16.7K 0.04% 293
2022
Q3 		$1.41M Sell
6,244
-463
-7% -$109K 0.04% 299
2022
Q2 		$1.41M Buy
6,707
+43
+0.6% +$9.42K 0.04% 306
2022
Q1 		$1.52M Sell
6,664
-3,065
-32% -$656K 0.03% 312
2021
Q4 		$2.4M Buy
+9,729
New +$2.2M 0.05% 289

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Congress Wealth Management reduced its Automatic Data Processing (ADP) stake by 0.5% in Q2 2025, selling an estimated $44.8K and leaving 29,025 shares worth $8.95M. The position accounts for 0.09% of the portfolio, ranked #270.

Congress Wealth Management first reported a position in ADP in Q4 2021 and has held it in 15 quarters since. 2,467 funds tracked by Wall St. Rank hold ADP as of Q2 2025.

  • Congress Wealth Management held 29,025 shares of Automatic Data Processing worth $8.95M as of Q2 2025.
  • Congress Wealth Management sold 146 Automatic Data Processing shares in Q2 2025, an estimated $44.8K.
  • Automatic Data Processing made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #270 holding.
  • Congress Wealth Management first reported a position in Automatic Data Processing in Q4 2021 and has held it in 15 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2025.

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