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Keudell/Morrison Wealth Management’s Automatic Data Processing ADP Stock Holding History

Keudell/Morrison 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 		$367K Buy
+1,638
New +$350K 0.07% 171
2023
Q4 		– Sell
-1,637
Closed -$394K – 192
2023
Q3 		$394K Sell
1,637
-7
-0.4% -$1.71K 0.12% 116
2023
Q2 		$361K Sell
1,644
-4
-0.2% -$862 0.1% 125
2023
Q1 		$367K Sell
1,648
-116
-7% -$26.2K 0.11% 122
2022
Q4 		$421K Sell
1,764
-94
-5% -$23.1K 0.14% 101
2022
Q3 		$420K Sell
1,858
-25
-1% -$5.9K 0.16% 102
2022
Q2 		$396K Buy
1,883
+25
+1% +$5.48K 0.14% 109
2022
Q1 		$423K Sell
1,858
-339
-15% -$72.6K 0.18% 110
2021
Q4 		$542K Buy
2,197
+5
+0.2% +$1.13K 0.21% 95
2021
Q3 		$438K Buy
2,192
+36
+2% +$7.42K 0.19% 112
2021
Q2 		$428K Hold
2,156
– – 0.23% 108
2021
Q1 		$406K Sell
2,156
-18
-0.8% -$3.12K 0.24% 108
2020
Q4 		$383K Buy
2,174
+19
+0.9% +$3.12K 0.24% 108
2020
Q3 		$301K Sell
2,155
-1,424
-40% -$200K 0.19% 116
2020
Q2 		$533K Sell
3,579
-4
-0.1% -$573 0.44% 76
2020
Q1 		$490K Sell
3,583
-11
-0.3% -$1.77K 0.48% 74
2019
Q4 		$613K Sell
3,594
-267
-7% -$44.2K 0.42% 70
2019
Q3 		$623K Sell
3,861
-67
-2% -$11.1K 0.51% 67
2019
Q2 		$646K Sell
3,928
-688
-15% -$112K 0.57% 62
2019
Q1 		$737K Buy
+4,616
New +$671K 0.65% 53

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

Keudell/Morrison Wealth Management's ADP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management opened a new position in Automatic Data Processing (ADP) in Q2 2026: 1,638 shares worth $367K. The stake represents 0.07% of the portfolio and ranks #171 among its holdings. This is a return to the name: Keudell/Morrison Wealth Management previously reported a position in ADP as recently as Q3 2023.

Keudell/Morrison Wealth Management first reported a position in ADP in Q1 2019 and has held it in 20 quarters since. The position peaked at $737K in Q1 2019. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Keudell/Morrison Wealth Management held 1,638 shares of Automatic Data Processing worth $367K as of Q2 2026.
  • Automatic Data Processing was a new Keudell/Morrison Wealth Management position in Q2 2026.
  • Automatic Data Processing made up 0.07% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Keudell/Morrison Wealth Management first reported a position in Automatic Data Processing in Q1 2019 and has held it in 20 quarters since.
  • Keudell/Morrison Wealth Management's Automatic Data Processing position peaked at $737K in Q1 2019.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.