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

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

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.