Kathleen S. Wright Associates’s Automatic Data Processing ADP Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$2.21M	Hold	7,583	–	–	0.82%	28
2025 Q2	$2.33M	Hold	7,583	–	–	0.91%	25
2025 Q1	$2.29M	Hold	7,583	–	–	0.95%	25
2024 Q4	$2.22M	Hold	7,583	–	–	0.92%	25
2024 Q3	$2.15M	Buy	7,583 +4	+0.1%	+$1.05K	0.89%	29
2024 Q2	$1.83M	Buy	7,579 +4	+0.1%	+$982	0.84%	32
2024 Q1	$1.87M	Buy	7,575 +4	+0.1%	+$977	0.88%	27
2023 Q4	$1.77M	Buy	7,571 +5	+0.1%	+$1.17K	0.9%	29
2023 Q3	$1.83M	Buy	7,566 +4,845	+178%	+$1.18M	1.02%	27
2023 Q2	$598K	Sell	2,721 -4,100	-60%	-$884K	0.38%	54
2023 Q1	$1.52M	Sell	6,821 -729	-10%	-$164K	1%	27
2022 Q4	$1.8M	Buy	7,550 +3	+0%	+$737	1.22%	23
2022 Q3	$1.71M	Buy	7,547 +4	+0.1%	+$944	1.38%	22
2022 Q2	$1.58M	Buy	7,543 +3	+0%	+$657	1.33%	24
2022 Q1	$1.72M	Buy	7,540 +3	+0%	+$642	1.25%	24
2021 Q4	$1.86M	Buy	+7,537	New	+$1.71M	1.37%	22

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kathleen S. Wright Associates's ADP Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Automatic Data Processing (ADP) position steady in Q3 2025 at 7,583 shares worth $2.21M. The position accounts for 0.82% of the portfolio, ranked #28.

Kathleen S. Wright Associates first reported a position in ADP in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.33M in Q2 2025. 2,387 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

Kathleen S. Wright Associates held 7,583 shares of Automatic Data Processing worth $2.21M as of Q3 2025.
Kathleen S. Wright Associates left its Automatic Data Processing share count unchanged in Q3 2025.
Automatic Data Processing made up 0.82% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #28 holding.
Kathleen S. Wright Associates first reported a position in Automatic Data Processing in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's Automatic Data Processing position peaked at $2.33M in Q2 2025.
2,387 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.