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

Copia 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
2026 Q3	$61.8K	Sell	236 -34	-13%	-$9.02K	0.04%	186
2026 Q2	$60.5K	Hold	270	–	–	0.04%	197
2026 Q1	$54.9K	Hold	270	–	–	0.04%	194
2025 Q4	$69.5K	Hold	270	–	–	0.05%	174
2025 Q3	$79.2K	Buy	270 +110	+69%	+$33.1K	0.06%	153
2025 Q2	$49.3K	Hold	160	–	–	0.04%	171
2025 Q1	$48.9K	Hold	160	–	–	0.05%	162
2024 Q4	$46.8K	Buy	+160	New	+$47.3K	0.04%	151

Other funds holding ADP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Copia Wealth Management's ADP Position: Q3 2026 in Review

Copia Wealth Management reduced its Automatic Data Processing (ADP) stake by 13% in Q3 2026, selling an estimated $9.02K and leaving 236 shares worth $61.8K. The position accounts for 0.04% of the portfolio, ranked #186.

Copia Wealth Management first reported a position in ADP in Q4 2024 and has held it in 8 quarters since. The position peaked at $79.2K in Q3 2025. 2,100 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Copia Wealth Management held 236 shares of Automatic Data Processing worth $61.8K as of Q3 2026.
Copia Wealth Management sold 34 Automatic Data Processing shares in Q3 2026, an estimated $9.02K.
Automatic Data Processing made up 0.04% of Copia Wealth Management's portfolio in Q3 2026, its #186 holding.
Copia Wealth Management first reported a position in Automatic Data Processing in Q4 2024 and has held it in 8 quarters since.
Copia Wealth Management's Automatic Data Processing position peaked at $79.2K in Q3 2025.
2,100 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Copia Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.