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OBWP
O'Brien Wealth Partners’s
Automatic Data Processing
ADP
Stock Holding History
O'Brien Wealth Partners’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
$1.29K
Sell
5
-1
-17%
-$266
﹤0.01%
108
2025
Q3
$1.76K
Buy
6
+2
+50%
+$602
﹤0.01%
94
2025
Q2
$1.23K
Buy
+4
New
+$1.23K
﹤0.01%
84
2025
Q1
–
Sell
-4
Closed
-$1.17K
–
73
2024
Q4
$1.17K
Buy
+4
New
+$1.18K
﹤0.01%
67
2024
Q3
–
Sell
-3
Closed
-$716
–
67
2024
Q2
$716
Sell
3
-5
-63%
-$1.23K
﹤0.01%
62
2024
Q1
$2K
Sell
8
-584
-99%
-$143K
﹤0.01%
64
2023
Q4
$138K
Buy
592
+6
+1%
+$1.4K
0.04%
50
2023
Q3
$141K
Sell
586
-1
-0.2%
-$244
0.04%
47
2023
Q2
$129K
Sell
587
-7
-1%
-$1.51K
0.04%
48
2023
Q1
$132K
Sell
594
-133
-18%
-$30K
0.04%
50
2022
Q4
$174K
Buy
+727
New
+$178K
0.07%
46
2018
Q4
–
Sell
-120
Closed
-$18K
–
46
2018
Q3
$18K
Buy
+120
New
+$17K
0.01%
106
2018
Q2
–
Sell
-120
Closed
-$14K
–
96
2018
Q1
$14K
Buy
+120
New
+$14K
0.01%
102
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30.72%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
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$544B AUM
28.31%
1-Year Est. Return
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$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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