FWP
ADP icon

Falcon Wealth Planning’s Automatic Data Processing ADP Stock Holding History

Falcon Wealth Planning’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 		$363K Buy
1,620
+483
+42% +$103K 0.02% 173
2026
Q1 		$231K Buy
1,137
+231
+25% +$53K 0.02% 213
2025
Q4 		$233K Buy
906
+55
+6% +$14.6K 0.02% 191
2025
Q3 		$250K Buy
851
+59
+7% +$17.8K 0.02% 166
2025
Q2 		$244K Sell
792
-21
-3% -$6.45K 0.02% 155
2025
Q1 		$249K Buy
813
+22
+3% +$6.64K 0.03% 150
2024
Q4 		$232K Buy
791
+30
+4% +$8.87K 0.03% 148
2024
Q3 		$211K Buy
+761
New +$199K 0.02% 145

Other funds holding ADP

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return