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Palo Alto Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Palo Alto 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
Q3 		– Sell
-673
Closed -$209K – 65
2025
Q2 		$209K Buy
+673
New +$207K 0.08% 53
2023
Q1 		– Sell
-900
Closed -$216K – 42
2022
Q4 		$216K Buy
+900
New +$221K 0.18% 42

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Palo Alto Wealth Advisors's ADP Position: Q3 2025 in Review

Palo Alto Wealth Advisors sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 673 shares — an estimated $209K sold.

Palo Alto Wealth Advisors first reported a position in ADP in Q4 2022 and held it in 2 quarters. The position peaked at $216K in Q4 2022. 2,387 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • Palo Alto Wealth Advisors reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
  • Palo Alto Wealth Advisors sold 673 Automatic Data Processing shares in Q3 2025, an estimated $209K.
  • Palo Alto Wealth Advisors first reported a position in Automatic Data Processing in Q4 2022 and held it in 2 quarters.
  • Palo Alto Wealth Advisors's Automatic Data Processing position peaked at $216K in Q4 2022.
  • 2,387 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.