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Milestone Asset Management’s Automatic Data Processing ADP Stock Holding History

Milestone Asset 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
Q3 		– Sell
-11,460
Closed -$3.53M – 226
2025
Q2 		$3.53M Buy
11,460
+3,261
+40% +$1M 0.75% 32
2025
Q1 		$2.51M Buy
+8,199
New +$2.47M 0.53% 45

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Milestone Asset Management's ADP Position: Q3 2025 in Review

Milestone Asset Management sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 11,460 shares — an estimated $3.53M sold.

Milestone Asset Management first reported a position in ADP in Q1 2025 and held it in 2 quarters. The position peaked at $3.53M in Q2 2025. 2,387 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • Milestone Asset Management reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
  • Milestone Asset Management sold 11,460 Automatic Data Processing shares in Q3 2025, an estimated $3.53M.
  • Milestone Asset Management first reported a position in Automatic Data Processing in Q1 2025 and held it in 2 quarters.
  • Milestone Asset Management's Automatic Data Processing position peaked at $3.53M in Q2 2025.
  • 2,387 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Milestone Asset Management's 13F filing for Q3 2025, filed 15 Oct 2025.