EWM
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Evolution Wealth Management’s Automatic Data Processing ADP Stock Holding History

Evolution 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
2026
Q2 		$204K Sell
913
-2
-0.2% -$427 0.12% 118
2026
Q1 		$186K Buy
915
+909
+15,150% +$208K 0.14% 112
2025
Q4 		$1.54K Buy
+6
New +$1.6K ﹤0.01% 661
2025
Q3 		– Sell
-23
Closed -$7.08K – 594
2025
Q2 		$7.08K Buy
+23
New +$7.07K 0.01% 395

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

Evolution Wealth Management's ADP Position: Q2 2026 in Review

Evolution Wealth Management reduced its Automatic Data Processing (ADP) stake by 0.22% in Q2 2026, selling an estimated $427 and leaving 913 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #118.

Evolution Wealth Management first reported a position in ADP in Q2 2025 and has held it in 4 quarters since. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Evolution Wealth Management held 913 shares of Automatic Data Processing worth $204K as of Q2 2026.
  • Evolution Wealth Management sold 2 Automatic Data Processing shares in Q2 2026, an estimated $427.
  • Automatic Data Processing made up 0.12% of Evolution Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Evolution Wealth Management first reported a position in Automatic Data Processing in Q2 2025 and has held it in 4 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.