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

Executive 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
2024
Q4 		$9.57M Sell
32,687
-187
-0.6% -$55.3K 0.75% 36
2024
Q3 		$9.1M Buy
+32,874
New +$8.6M 0.71% 41
2024
Q2 		– Sell
-31,632
Closed -$7.76M – 120
2024
Q1 		$7.76M Sell
31,632
-7,283
-19% -$1.78M 0.68% 50
2023
Q4 		$9.07M Sell
38,915
-841
-2% -$196K 0.85% 36
2023
Q3 		$9.56M Buy
39,756
+893
+2% +$218K 0.99% 25
2023
Q2 		$8.54M Buy
38,863
+7,114
+22% +$1.53M 0.88% 35
2023
Q1 		$7.07M Buy
31,749
+1,613
+5% +$364K 0.78% 36
2022
Q4 		$7.2M Buy
30,136
+24,319
+418% +$5.97M 0.88% 34
2022
Q3 		$5.82K Sell
5,817
-19,800
-77% -$4.67M 0.81% 39
2022
Q2 		$5.38M Sell
25,617
-10,644
-29% -$2.33M 0.72% 48
2022
Q1 		$8.25M Buy
36,261
+819
+2% +$175K 0.9% 28
2021
Q4 		$8.74M Buy
35,442
+1,376
+4% +$312K 0.87% 30
2021
Q3 		$6.81M Buy
34,066
+82
+0.2% +$16.9K 0.75% 38
2021
Q2 		$6.75M Buy
33,984
+2,782
+9% +$541K 0.74% 41
2021
Q1 		$5.88M Buy
31,202
+2,397
+8% +$416K 0.69% 40
2020
Q4 		$5.08M Buy
28,805
+3,357
+13% +$551K 0.62% 44
2020
Q3 		$3.55M Buy
25,448
+1,271
+5% +$178K 0.49% 52
2020
Q2 		$3.6M Buy
24,177
+11,002
+84% +$1.58M 0.54% 44
2020
Q1 		$1.8M Sell
13,175
-20,091
-60% -$3.24M 0.32% 56
2019
Q4 		$5.67M Buy
+33,266
New +$5.51M 0.78% 29
2019
Q3 		– Sell
-30,474
Closed -$5.04M – 144
2019
Q2 		$5.04M Buy
30,474
+2,002
+7% +$325K 0.71% 27
2019
Q1 		$4.55M Buy
28,472
+171
+0.6% +$24.8K 0.81% 19
2018
Q4 		$3.71M Buy
+28,301
New +$4M 0.65% 24

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's ADP Position: Q4 2024 in Review

Executive Wealth Management reduced its Automatic Data Processing (ADP) stake by 0.57% in Q4 2024, selling an estimated $55.3K and leaving 32,687 shares worth $9.57M. The position accounts for 0.75% of the portfolio, ranked #36.

Executive Wealth Management first reported a position in ADP in Q4 2018 and has held it in 23 quarters since. 2,413 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

  • Executive Wealth Management held 32,687 shares of Automatic Data Processing worth $9.57M as of Q4 2024.
  • Executive Wealth Management sold 187 Automatic Data Processing shares in Q4 2024, an estimated $55.3K.
  • Automatic Data Processing made up 0.75% of Executive Wealth Management's portfolio in Q4 2024, its #36 holding.
  • Executive Wealth Management first reported a position in Automatic Data Processing in Q4 2018 and has held it in 23 quarters since.
  • 2,413 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.