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Curio Wealth’s Automatic Data Processing ADP Stock Holding History

Curio 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 		– Sell
-202
Closed -$41K – 99
2026
Q1 		$41K Buy
202
+2
+1% +$459 0.01% 143
2025
Q4 		$51.6K Hold
200
– – 0.02% 135
2025
Q3 		$58.7K Sell
200
-210
-51% -$63.2K 0.02% 116
2025
Q2 		$126K Buy
410
+409
+40,900% +$126K 0.06% 91
2025
Q1 		$120K Sell
1
-409
-100% -$123K 0.06% 89
2024
Q4 		$120K Buy
+410
New +$121K 0.06% 85

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

Curio Wealth's ADP Position: Q2 2026 in Review

Curio Wealth sold out of Automatic Data Processing (ADP) in Q2 2026, closing a stake of 202 shares — an estimated $41K sold.

Curio Wealth first reported a position in ADP in Q4 2024 and held it in 6 quarters. The position peaked at $126K in Q2 2025. 2,273 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Curio Wealth reported no remaining Automatic Data Processing position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 202 Automatic Data Processing shares in Q2 2026, an estimated $41K.
  • Curio Wealth first reported a position in Automatic Data Processing in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Automatic Data Processing position peaked at $126K in Q2 2025.
  • 2,273 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.