LGWM
ADP icon

Litman Gregory Wealth Management’s Automatic Data Processing ADP Stock Holding History

Litman Gregory 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
2025
Q4 		$960K Hold
3,732
– – 0.07% 82
2025
Q3 		$1.1M Sell
3,732
-200
-5% -$60.2K 0.08% 77
2025
Q2 		$1.21M Hold
3,932
– – 0.1% 72
2025
Q1 		$1.2M Hold
3,932
– – 0.1% 71
2024
Q4 		$1.15M Sell
3,932
-400
-9% -$118K 0.1% 67
2024
Q3 		$1.2M Buy
4,332
+3,190
+279% +$834K 0.1% 70
2024
Q2 		$273K Hold
1,142
– – 0.02% 116
2024
Q1 		$285K Buy
+1,142
New +$279K 0.03% 112
2020
Q1 		– Sell
-112
Closed -$19K – 166
2019
Q4 		$19K Buy
+112
New +$18.5K ﹤0.01% 126
2018
Q2 		– Sell
-262
Closed -$30K – 96
2018
Q1 		$30K Buy
+262
New +$30.6K 0.01% 115

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return