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Plan A Wealth’s Automatic Data Processing ADP Stock Holding History

Plan A 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
2025
Q4 		– Sell
-686
Closed -$201K – 174
2025
Q3 		$201K Buy
686
+31
+5% +$9.33K 0.1% 152
2025
Q2 		$202K Sell
655
-30
-4% -$9.21K 0.11% 140
2025
Q1 		$209K Sell
685
-70
-9% -$21.1K 0.16% 104
2024
Q4 		$221K Buy
+755
New +$223K 0.2% 77

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Plan A Wealth's ADP Position: Q4 2025 in Review

Plan A Wealth sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 686 shares — an estimated $201K sold.

Plan A Wealth first reported a position in ADP in Q4 2024 and held it in 4 quarters. The position peaked at $221K in Q4 2024. 2,405 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

  • Plan A Wealth reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
  • Plan A Wealth sold 686 Automatic Data Processing shares in Q4 2025, an estimated $201K.
  • Plan A Wealth first reported a position in Automatic Data Processing in Q4 2024 and held it in 4 quarters.
  • Plan A Wealth's Automatic Data Processing position peaked at $221K in Q4 2024.
  • 2,405 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on Plan A Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.