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Marcum Wealth’s Automatic Data Processing ADP Stock Holding History

Marcum Wealth’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
Q1 		$665K Buy
2,175
+4
+0.2% +$1.21K 0.06% 157
2024
Q4 		$636K Buy
2,171
+90
+4% +$26.6K 0.06% 158
2024
Q3 		$576K Sell
2,081
-153
-7% -$40K 0.05% 173
2024
Q2 		$533K Sell
2,234
-50
-2% -$12.3K 0.05% 180
2024
Q1 		$570K Buy
2,284
+18
+0.8% +$4.4K 0.06% 173
2023
Q4 		$528K Sell
2,266
-356
-14% -$82.9K 0.06% 179
2023
Q3 		$631K Sell
2,622
-35
-1% -$8.53K 0.08% 141
2023
Q2 		$584K Sell
2,657
-400
-13% -$86.2K 0.07% 148
2023
Q1 		$681K Sell
3,057
-327
-10% -$73.8K 0.08% 135
2022
Q4 		$808K Sell
3,384
-217
-6% -$53.3K 0.11% 111
2022
Q3 		$815K Buy
3,601
+322
+10% +$76K 0.12% 98
2022
Q2 		$689K Sell
3,279
-133
-4% -$29.1K 0.1% 121
2022
Q1 		$776K Sell
3,412
-324
-9% -$69.4K 0.11% 124
2021
Q4 		$921K Sell
3,736
-15
-0.4% -$3.4K 0.13% 105
2021
Q3 		$750K Sell
3,751
-388
-9% -$79.9K 0.12% 124
2021
Q2 		$822K Sell
4,139
-84
-2% -$16.3K 0.13% 114
2021
Q1 		$796K Buy
4,223
+2,022
+92% +$351K 0.13% 112
2020
Q4 		$388K Sell
2,201
-103
-4% -$16.9K 0.09% 80
2020
Q3 		$321K Buy
2,304
+3
+0.1% +$420 0.1% 76
2020
Q2 		$343K Buy
2,301
+50
+2% +$7.16K 0.11% 79
2020
Q1 		$308K Hold
2,251
– – 0.12% 59
2019
Q4 		$384K Buy
+2,251
New +$373K 0.14% 64

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's ADP Position: Q1 2025 in Review

Marcum Wealth increased its Automatic Data Processing (ADP) stake by 0.18% in Q1 2025, buying an estimated $1.21K and bringing the position to 2,175 shares worth $665K. The position accounts for 0.06% of the portfolio, ranked #157.

Marcum Wealth first reported a position in ADP in Q4 2019 and has held it in 22 quarters since. The position peaked at $921K in Q4 2021. 2,456 funds tracked by Wall St. Rank hold ADP as of Q1 2025.

  • Marcum Wealth held 2,175 shares of Automatic Data Processing worth $665K as of Q1 2025.
  • Marcum Wealth bought 4 Automatic Data Processing shares in Q1 2025, an estimated $1.21K.
  • Automatic Data Processing made up 0.06% of Marcum Wealth's portfolio in Q1 2025, its #157 holding.
  • Marcum Wealth first reported a position in Automatic Data Processing in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Automatic Data Processing position peaked at $921K in Q4 2021.
  • 2,456 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.