HWA
ADP icon

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

Heartwood 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
Q1 		$277K Hold
1,364
– – 0.02% 186
2025
Q4 		$351K Hold
1,364
– – 0.03% 146
2025
Q3 		$400K Hold
1,364
– – 0.04% 129
2025
Q2 		$421K Sell
1,364
-45
-3% -$13.8K 0.04% 116
2025
Q1 		$430K Sell
1,409
-15
-1% -$4.53K 0.05% 109
2024
Q4 		$417K Buy
1,424
+15
+1% +$4.43K 0.05% 103
2024
Q3 		$390K Hold
1,409
– – 0.04% 111
2024
Q2 		$336K Buy
+1,409
New +$346K 0.04% 123
2023
Q3 		– Sell
-1,359
Closed -$299K – 131
2023
Q2 		$299K Buy
+1,359
New +$293K 0.04% 112

Other funds holding ADP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return