Consilio Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Consilio Wealth Advisors’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	$218K	Buy	+972	New	+$208K	0.05%	103

Other funds holding ADP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Consilio Wealth Advisors's ADP Position: Q2 2026 in Review

Consilio Wealth Advisors opened a new position in Automatic Data Processing (ADP) in Q2 2026: 972 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #103 among its holdings.

2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Consilio Wealth Advisors held 972 shares of Automatic Data Processing worth $218K as of Q2 2026.
Automatic Data Processing was a new Consilio Wealth Advisors position in Q2 2026.
Automatic Data Processing made up 0.05% of Consilio Wealth Advisors's portfolio in Q2 2026, its #103 holding.
2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.