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Principia Wealth Advisory’s Automatic Data Processing ADP Stock Holding History

Principia Wealth Advisory’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 		$3.86K Sell
15
-128
-90% -$34.1K ﹤0.01% 322
2025
Q3 		$42K Buy
143
+128
+853% +$38.5K 0.03% 125
2025
Q2 		$4.63K Buy
15
+3
+25% +$921 ﹤0.01% 243
2025
Q1 		$3.54K Hold
12
– – ﹤0.01% 221
2024
Q4 		$3.51K Buy
+12
New +$3.55K ﹤0.01% 179

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

Principia Wealth Advisory's ADP Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Automatic Data Processing (ADP) stake by 90% in Q4 2025, selling an estimated $34.1K and leaving 15 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Principia Wealth Advisory first reported a position in ADP in Q4 2024 and has held it in 5 quarters since. The position peaked at $42K in Q3 2025. 2,405 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

  • Principia Wealth Advisory held 15 shares of Automatic Data Processing worth $3.86K as of Q4 2025.
  • Principia Wealth Advisory sold 128 Automatic Data Processing shares in Q4 2025, an estimated $34.1K.
  • Automatic Data Processing made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #322 holding.
  • Principia Wealth Advisory first reported a position in Automatic Data Processing in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Automatic Data Processing position peaked at $42K in Q3 2025.
  • 2,405 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.