Pacific Capital Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Pacific Capital 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 Q1	–	Sell	-450	Closed	-$132K	–	90
2024 Q4	$132K	Hold	450	–	–	0.02%	101
2024 Q3	$125K	Hold	450	–	–	0.02%	102
2024 Q2	$107K	Hold	450	–	–	0.02%	104
2024 Q1	$112K	Hold	450	–	–	0.03%	93
2023 Q4	$105K	Buy	+450	New	+$105K	0.03%	95
2020 Q4	–	Sell	-268	Closed	-$37K	–	69
2020 Q3	$37K	Buy	+268	New	+$37.6K	0.02%	115

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Capital Wealth Advisors's ADP Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Automatic Data Processing (ADP) in Q1 2025, closing a stake of 450 shares — an estimated $132K sold.

Pacific Capital Wealth Advisors first reported a position in ADP in Q3 2020 and held it in 6 quarters. The position peaked at $132K in Q4 2024. 2,455 funds tracked by Wall St. Rank hold ADP as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Automatic Data Processing position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 450 Automatic Data Processing shares in Q1 2025, an estimated $132K.
Pacific Capital Wealth Advisors first reported a position in Automatic Data Processing in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Automatic Data Processing position peaked at $132K in Q4 2024.
2,455 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.