Monument Group Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Monument Group Wealth Advisors’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	–	Sell	-804	Closed	-$236K	–	52
2025 Q3	$236K	Sell	804 -25	-3%	-$7.52K	0.14%	43
2025 Q2	$256K	Sell	829 -10	-1%	-$3.07K	0.16%	45
2025 Q1	$256K	Hold	839	–	–	0.18%	41
2024 Q4	$246K	Sell	839 -10	-1%	-$2.96K	0.17%	42
2024 Q3	$235K	Sell	849 -10	-1%	-$2.62K	0.14%	44
2024 Q2	$205K	Hold	859	–	–	0.14%	46
2024 Q1	$215K	Sell	859 -32	-4%	-$7.82K	0.16%	44
2023 Q4	$208K	Buy	+891	New	+$208K	0.18%	42

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Monument Group Wealth Advisors's ADP Position: Q4 2025 in Review

Monument Group Wealth Advisors sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 804 shares — an estimated $236K sold.

Monument Group Wealth Advisors first reported a position in ADP in Q4 2023 and held it in 8 quarters. The position peaked at $256K in Q1 2025. 2,399 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

Monument Group Wealth Advisors reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
Monument Group Wealth Advisors sold 804 Automatic Data Processing shares in Q4 2025, an estimated $236K.
Monument Group Wealth Advisors first reported a position in Automatic Data Processing in Q4 2023 and held it in 8 quarters.
Monument Group Wealth Advisors's Automatic Data Processing position peaked at $256K in Q1 2025.
2,399 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on Monument Group Wealth Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.