Stockman Wealth Management’s Automatic Data Processing ADP Stock Holding History

Stockman 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 Q4	–	Sell	-841	Closed	-$247K	–	179
2025 Q3	$247K	Hold	841	–	–	0.03%	156
2025 Q2	$259K	Sell	841 -79	-9%	-$24.3K	0.04%	146
2025 Q1	$281K	Hold	920	–	–	0.04%	135
2024 Q4	$269K	Hold	920	–	–	0.04%	143
2024 Q3	$255K	Buy	+920	New	+$241K	0.04%	155
2024 Q2	–	Sell	-805	Closed	-$201K	–	177
2024 Q1	$201K	Sell	805 -77	-9%	-$18.8K	0.04%	172
2023 Q4	$205K	Hold	882	–	–	0.04%	164
2023 Q3	$212K	Buy	+882	New	+$215K	0.05%	169
2023 Q1	–	Sell	-882	Closed	-$211K	–	203
2022 Q4	$211K	Buy	+882	New	+$217K	0.05%	181
2022 Q1	–	Sell	-832	Closed	-$205K	–	197
2021 Q4	$205K	Buy	+832	New	+$188K	0.04%	200

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 $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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

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

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

Stockman Wealth Management's ADP Position: Q4 2025 in Review

Stockman Wealth Management sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 841 shares — an estimated $247K sold.

Stockman Wealth Management first reported a position in ADP in Q4 2021 and held it in 10 quarters. The position peaked at $281K in Q1 2025. 2,405 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

Stockman Wealth Management reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
Stockman Wealth Management sold 841 Automatic Data Processing shares in Q4 2025, an estimated $247K.
Stockman Wealth Management first reported a position in Automatic Data Processing in Q4 2021 and held it in 10 quarters.
Stockman Wealth Management's Automatic Data Processing position peaked at $281K in Q1 2025.
2,405 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on Stockman Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.