Sheets Smith Wealth Management’s Automatic Data Processing ADP Stock Holding History

Sheets Smith 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 Q3	–	Sell	-1,970	Closed	-$608K	–	399
2025 Q2	$608K	Sell	1,970 -11	-0.6%	-$3.38K	0.07%	253
2025 Q1	$605K	Sell	1,981 -470	-19%	-$142K	0.08%	226
2024 Q4	$717K	Buy	2,451 +520	+27%	+$154K	0.09%	199
2024 Q3	$534K	Buy	+1,931	New	+$505K	0.07%	243
2022 Q1	–	Sell	-874	Closed	-$216K	–	354
2021 Q4	$216K	Buy	+874	New	+$198K	0.03%	349
2020 Q1	–	Sell	-7,004	Closed	-$1.19M	–	273
2019 Q4	$1.19M	Sell	7,004 -241	-3%	-$39.9K	0.23%	104
2019 Q3	$1.17M	Buy	7,245 +78	+1%	+$12.9K	0.24%	108
2019 Q2	$1.19M	Buy	7,167 +2,515	+54%	+$409K	0.24%	105
2019 Q1	$743K	Sell	4,652 -11	-0.2%	-$1.6K	0.16%	150
2018 Q4	$611K	Sell	4,663 -32	-0.7%	-$4.52K	0.16%	142
2018 Q3	$707K	Buy	+4,695	New	+$664K	0.15%	168

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sheets Smith Wealth Management's ADP Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 1,970 shares — an estimated $608K sold.

Sheets Smith Wealth Management first reported a position in ADP in Q3 2018 and held it in 11 quarters. The position peaked at $1.19M in Q4 2019. 2,394 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

Sheets Smith Wealth Management reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,970 Automatic Data Processing shares in Q3 2025, an estimated $608K.
Sheets Smith Wealth Management first reported a position in Automatic Data Processing in Q3 2018 and held it in 11 quarters.
Sheets Smith Wealth Management's Automatic Data Processing position peaked at $1.19M in Q4 2019.
2,394 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.