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Etesian Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Etesian Wealth Advisors’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 		$348K Sell
1,555
-82
-5% -$17.5K 0.1% 108
2026
Q1 		$333K Sell
1,637
-193
-11% -$44.3K 0.11% 109
2025
Q4 		$471K Sell
1,830
-84
-4% -$22.4K 0.15% 95
2025
Q3 		$562K Sell
1,914
-109
-5% -$32.8K 0.19% 89
2025
Q2 		$624K Sell
2,023
-47
-2% -$14.4K 0.23% 81
2025
Q1 		$632K Hold
2,070
– – 0.27% 79
2024
Q4 		$606K Sell
2,070
-33
-2% -$9.75K 0.27% 84
2024
Q3 		$582K Sell
2,103
-17
-0.8% -$4.45K 0.26% 95
2024
Q2 		$506K Hold
2,120
– – 0.28% 90
2024
Q1 		$529K Sell
2,120
-159
-7% -$38.9K 0.3% 88
2023
Q4 		$530K Sell
2,279
-95
-4% -$22.1K 0.32% 86
2023
Q3 		$571K Sell
2,374
-25
-1% -$6.1K 0.38% 77
2023
Q2 		$527K Buy
2,399
+156
+7% +$33.6K 0.34% 83
2023
Q1 		$499K Sell
2,243
-4
-0.2% -$902 0.33% 86
2022
Q4 		$537K Buy
+2,247
New +$552K 0.39% 80

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

Etesian Wealth Advisors's ADP Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 5% in Q2 2026, selling an estimated $17.5K and leaving 1,555 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #108.

Etesian Wealth Advisors first reported a position in ADP in Q4 2022 and has held it in 15 quarters since. The position peaked at $632K in Q1 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Etesian Wealth Advisors held 1,555 shares of Automatic Data Processing worth $348K as of Q2 2026.
  • Etesian Wealth Advisors sold 82 Automatic Data Processing shares in Q2 2026, an estimated $17.5K.
  • Automatic Data Processing made up 0.1% of Etesian Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Etesian Wealth Advisors first reported a position in Automatic Data Processing in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Automatic Data Processing position peaked at $632K in Q1 2025.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.