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Evergreen Wealth Solutions’s Automatic Data Processing ADP Stock Holding History

Evergreen Wealth Solutions’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 		$612K Buy
+2,214
New +$473K 0.03% 282
2025
Q4 		– Sell
-934
Closed -$274K – 219
2025
Q3 		$274K Sell
934
-35
-4% -$10.5K 0.15% 98
2025
Q2 		$299K Buy
969
+14
+1% +$4.3K 0.18% 90
2025
Q1 		$292K Buy
955
+14
+1% +$4.22K 0.2% 86
2024
Q4 		$275K Buy
+941
New +$278K 0.19% 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

Evergreen Wealth Solutions's ADP Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Automatic Data Processing (ADP) in Q2 2026: 2,214 shares worth $612K. The stake represents 0.03% of the portfolio and ranks #282 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in ADP as recently as Q3 2025.

Evergreen Wealth Solutions first reported a position in ADP in Q4 2024 and has held it in 5 quarters since. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Evergreen Wealth Solutions held 2,214 shares of Automatic Data Processing worth $612K as of Q2 2026.
  • Automatic Data Processing was a new Evergreen Wealth Solutions position in Q2 2026.
  • Automatic Data Processing made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #282 holding.
  • Evergreen Wealth Solutions first reported a position in Automatic Data Processing in Q4 2024 and has held it in 5 quarters since.
  • 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.