CWA
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Consilium Wealth Advisory’s Automatic Data Processing ADP Stock Holding History

Consilium Wealth Advisory’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
Q3 		– Sell
-666
Closed -$205K – 96
2025
Q2 		$205K Hold
666
– – 0.09% 91
2025
Q1 		$203K Buy
+666
New +$201K 0.1% 86

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Consilium Wealth Advisory's ADP Position: Q3 2025 in Review

Consilium Wealth Advisory sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 666 shares — an estimated $205K sold.

Consilium Wealth Advisory first reported a position in ADP in Q1 2025 and held it in 2 quarters. The position peaked at $205K in Q2 2025. 2,387 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • Consilium Wealth Advisory reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
  • Consilium Wealth Advisory sold 666 Automatic Data Processing shares in Q3 2025, an estimated $205K.
  • Consilium Wealth Advisory first reported a position in Automatic Data Processing in Q1 2025 and held it in 2 quarters.
  • Consilium Wealth Advisory's Automatic Data Processing position peaked at $205K in Q2 2025.
  • 2,387 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Consilium Wealth Advisory's 13F filing for Q3 2025, filed 20 Oct 2025.