MWM
ADP icon

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

MOR 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
2026
Q1 		– Sell
-800
Closed -$206K – 104
2025
Q4 		$206K Buy
+800
New +$213K 0.09% 102

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MOR Wealth Management's ADP Position: Q1 2026 in Review

MOR Wealth Management sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 800 shares — an estimated $206K sold.

MOR Wealth Management first reported a position in ADP in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 2,279 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • MOR Wealth Management reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • MOR Wealth Management sold 800 Automatic Data Processing shares in Q1 2026, an estimated $206K.
  • MOR Wealth Management first reported a position in Automatic Data Processing in Q4 2025 and held it in 1 quarter.
  • MOR Wealth Management's Automatic Data Processing position peaked at $206K in Q4 2025.
  • 2,279 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on MOR Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.