Consilium Wealth Advisory
ADP icon

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
2026
Q3 		$214K Buy
+830
New +$220K 0.06% 99
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Consilium Wealth Advisory's ADP Position: Q3 2026 in Review

Consilium Wealth Advisory opened a new position in Automatic Data Processing (ADP) in Q3 2026: 830 shares worth $214K. The stake represents 0.06% of the portfolio and ranks #99 among its holdings. This is a return to the name: Consilium Wealth Advisory previously reported a position in ADP as recently as Q2 2025.

Consilium Wealth Advisory first reported a position in ADP in Q1 2025 and has held it in 3 quarters since. 1,613 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Consilium Wealth Advisory held 830 shares of Automatic Data Processing worth $214K as of Q3 2026.
  • Automatic Data Processing was a new Consilium Wealth Advisory position in Q3 2026.
  • Automatic Data Processing made up 0.06% of Consilium Wealth Advisory's portfolio in Q3 2026, its #99 holding.
  • Consilium Wealth Advisory first reported a position in Automatic Data Processing in Q1 2025 and has held it in 3 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.