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Curated Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Curated Wealth Partners’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 		$331K Buy
+154,943
New +$33.1M 0.04% 393
2024
Q1 		– Sell
-1,265
Closed -$309K – 146
2023
Q4 		$295K Buy
1,265
+78
+7% +$18.2K 0.05% 119
2023
Q3 		$286K Buy
+1,187
New +$289K 0.05% 107
2022
Q2 		– Sell
-887
Closed -$220K – 131
2022
Q1 		$220K Hold
887
– – 0.07% 131
2021
Q4 		$220K Buy
+887
New +$201K 0.07% 135
2021
Q2 		– Sell
-1,077
Closed -$203K – 148
2021
Q1 		$203K Buy
+1,077
New +$187K 0.12% 135

Other funds holding ADP

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return