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CrossGen Wealth’s Automatic Data Processing ADP Stock Holding History

CrossGen Wealth’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 		$116K Sell
520
-109
-17% -$23.3K 0.09% 82
2026
Q1 		$128K Sell
629
-21
-3% -$4.82K 0.11% 78
2025
Q4 		$167K Buy
+650
New +$173K 0.15% 71

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CrossGen Wealth's ADP Position: Q2 2026 in Review

CrossGen Wealth reduced its Automatic Data Processing (ADP) stake by 17% in Q2 2026, selling an estimated $23.3K and leaving 520 shares worth $116K. The position accounts for 0.09% of the portfolio, ranked #82.

CrossGen Wealth first reported a position in ADP in Q4 2025 and has held it in 3 quarters since. The position peaked at $167K in Q4 2025. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • CrossGen Wealth held 520 shares of Automatic Data Processing worth $116K as of Q2 2026.
  • CrossGen Wealth sold 109 Automatic Data Processing shares in Q2 2026, an estimated $23.3K.
  • Automatic Data Processing made up 0.09% of CrossGen Wealth's portfolio in Q2 2026, its #82 holding.
  • CrossGen Wealth first reported a position in Automatic Data Processing in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Automatic Data Processing position peaked at $167K in Q4 2025.
  • 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.