Merriman Wealth Management’s Automatic Data Processing ADP Stock Holding History

Merriman 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
2024 Q4	$689K	Sell	2,342 -826	-26%	-$244K	0.03%	105
2024 Q3	$881K	Buy	3,168 +2	+0.1%	+$523	0.04%	106
2024 Q2	$760K	Hold	3,166	–	–	0.03%	113
2024 Q1	$795K	Buy	3,166 +865	+38%	+$211K	0.04%	108
2023 Q4	$539K	Hold	2,301	–	–	0.03%	123
2023 Q3	$556K	Sell	2,301 -8	-0.3%	-$1.95K	0.03%	110
2023 Q2	$510K	Buy	2,309 +27	+1%	+$5.82K	0.03%	139
2023 Q1	$511K	Hold	2,282	–	–	0.03%	128
2022 Q4	$548K	Buy	+2,282	New	+$560K	0.03%	136

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Merriman Wealth Management's ADP Position: Q4 2024 in Review

Merriman Wealth Management reduced its Automatic Data Processing (ADP) stake by 26% in Q4 2024, selling an estimated $244K and leaving 2,342 shares worth $689K. The position accounts for 0.03% of the portfolio, ranked #105.

Merriman Wealth Management first reported a position in ADP in Q4 2022 and has held it in 9 quarters since. The position peaked at $881K in Q3 2024. 2,414 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

Merriman Wealth Management held 2,342 shares of Automatic Data Processing worth $689K as of Q4 2024.
Merriman Wealth Management sold 826 Automatic Data Processing shares in Q4 2024, an estimated $244K.
Automatic Data Processing made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #105 holding.
Merriman Wealth Management first reported a position in Automatic Data Processing in Q4 2022 and has held it in 9 quarters since.
Merriman Wealth Management's Automatic Data Processing position peaked at $881K in Q3 2024.
2,414 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.