Nova R Wealth’s Automatic Data Processing ADP Stock Holding History

Nova R 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
2026 Q1	$269K	Buy	1,325 +2	+0.2%	+$459	0.09%	75
2025 Q4	$340K	Sell	1,323 -213	-14%	-$56.7K	0.12%	67
2025 Q3	$451K	Buy	1,536 +2	+0.1%	+$602	0.19%	56
2025 Q2	$473K	Sell	1,534 -92	-6%	-$28.3K	0.22%	56
2025 Q1	$497K	Buy	1,626 +3	+0.2%	+$905	0.25%	54
2024 Q4	$475K	Buy	1,623 +2	+0.1%	+$591	0.24%	52
2024 Q3	$449K	Sell	1,621 -21	-1%	-$5.49K	0.22%	51
2024 Q2	$392K	Buy	1,642 +26	+2%	+$6.38K	0.2%	57
2024 Q1	$404K	Buy	+1,616	New	+$395K	0.21%	56
2023 Q2	–	Sell	-1,623	Closed	-$361K	–	66
2023 Q1	$361K	Buy	1,623 +2	+0.1%	+$451	0.24%	51
2022 Q4	$387K	Sell	1,621 -10	-0.6%	-$2.46K	0.28%	50
2022 Q3	$369K	Sell	1,631 -58	-3%	-$13.7K	0.3%	47
2022 Q2	$355K	Buy	1,689 +7	+0.4%	+$1.53K	0.29%	48
2022 Q1	$383K	Buy	1,682 +253	+18%	+$54.2K	0.33%	45
2021 Q4	$352K	Buy	+1,429	New	+$324K	0.29%	54

Other funds holding ADP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AllianceBernstein

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