SWM
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Sagace Wealth Management’s Automatic Data Processing ADP Stock Holding History

Sagace Wealth Management’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
Q2 		– Sell
-708
Closed -$216K – 64
2025
Q1 		$216K Buy
708
+15
+2% +$4.53K 0.16% 59
2024
Q4 		$203K Buy
+693
New +$205K 0.15% 59

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sagace Wealth Management's ADP Position: Q2 2025 in Review

Sagace Wealth Management sold out of Automatic Data Processing (ADP) in Q2 2025, closing a stake of 708 shares — an estimated $216K sold.

Sagace Wealth Management first reported a position in ADP in Q4 2024 and held it in 2 quarters. The position peaked at $216K in Q1 2025. 2,464 funds tracked by Wall St. Rank hold ADP as of Q2 2025.

  • Sagace Wealth Management reported no remaining Automatic Data Processing position as of Q2 2025 after selling out during the quarter.
  • Sagace Wealth Management sold 708 Automatic Data Processing shares in Q2 2025, an estimated $216K.
  • Sagace Wealth Management first reported a position in Automatic Data Processing in Q4 2024 and held it in 2 quarters.
  • Sagace Wealth Management's Automatic Data Processing position peaked at $216K in Q1 2025.
  • 2,464 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2025.

Based on Sagace Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.