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

David 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
2025
Q2 		$515K Hold
1,669
– – 0.38% 26
2025
Q1 		$510K Hold
1,669
– – 0.43% 24
2024
Q4 		$489K Buy
+1,669
New +$493K 0.4% 25

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

David Wealth Management's ADP Position: Q2 2025 in Review

David Wealth Management held its Automatic Data Processing (ADP) position steady in Q2 2025 at 1,669 shares worth $515K. The position accounts for 0.38% of the portfolio, ranked #26.

David Wealth Management first reported a position in ADP in Q4 2024 and has held it in 3 quarters since. 2,467 funds tracked by Wall St. Rank hold ADP as of Q2 2025.

  • David Wealth Management held 1,669 shares of Automatic Data Processing worth $515K as of Q2 2025.
  • David Wealth Management left its Automatic Data Processing share count unchanged in Q2 2025.
  • Automatic Data Processing made up 0.38% of David Wealth Management's portfolio in Q2 2025, its #26 holding.
  • David Wealth Management first reported a position in Automatic Data Processing in Q4 2024 and has held it in 3 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.