Copperwynd Financial’s Automatic Data Processing ADP Stock Holding History

Copperwynd Financial’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	$217K	Buy	+703	New	+$216K	0.05%	149
2024 Q1	–	Sell	-896	Closed	-$209K	–	142
2023 Q4	$209K	Sell	896 -5,813	-87%	-$1.35M	0.08%	127
2023 Q3	$1.61M	Buy	6,709 +49	+0.7%	+$11.9K	0.76%	22
2023 Q2	$1.46M	Sell	6,660 -29	-0.4%	-$6.25K	0.68%	34
2023 Q1	$1.49M	Buy	6,689 +77	+1%	+$17.4K	0.76%	31
2022 Q4	$1.58M	Buy	+6,612	New	+$1.62M	0.89%	26
2020 Q3	–	Sell	-1,416	Closed	-$211K	–	115
2020 Q2	$211K	Buy	+1,416	New	+$203K	0.12%	99
2019 Q2	–	Sell	-39,440	Closed	-$6.3M	–	103
2019 Q1	$6.3M	Buy	+39,440	New	+$5.73M	3.78%	9

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Copperwynd Financial's ADP Position: Q2 2025 in Review

Copperwynd Financial opened a new position in Automatic Data Processing (ADP) in Q2 2025: 703 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings. This is a return to the name: Copperwynd Financial previously reported a position in ADP as recently as Q4 2023.

Copperwynd Financial first reported a position in ADP in Q1 2019 and has held it in 8 quarters since. The position peaked at $6.3M in Q1 2019. 2,464 funds tracked by Wall St. Rank hold ADP as of Q2 2025.

Copperwynd Financial held 703 shares of Automatic Data Processing worth $217K as of Q2 2025.
Automatic Data Processing was a new Copperwynd Financial position in Q2 2025.
Automatic Data Processing made up 0.05% of Copperwynd Financial's portfolio in Q2 2025, its #149 holding.
Copperwynd Financial first reported a position in Automatic Data Processing in Q1 2019 and has held it in 8 quarters since.
Copperwynd Financial's Automatic Data Processing position peaked at $6.3M in Q1 2019.
2,464 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.