TCI Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

TCI Wealth Advisors’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	-737	Closed	-$216K	–	254
2025 Q3	$216K	Buy	737 +5	+0.7%	+$1.5K	0.01%	244
2025 Q2	$226K	Buy	732 +23	+3%	+$7.07K	0.02%	218
2025 Q1	$217K	Sell	709 -1	-0.1%	-$302	0.02%	218
2024 Q4	$208K	Sell	710 -17	-2%	-$5.02K	0.02%	217
2024 Q3	$201K	Buy	+727	New	+$190K	0.02%	233
2023 Q2	–	Sell	-548	Closed	-$122K	–	235
2023 Q1	$122K	Sell	548 -93	-15%	-$21K	0.02%	248
2022 Q4	$153K	Buy	641 +91	+17%	+$22.3K	0.02%	203
2022 Q3	$124K	Buy	550 +41	+8%	+$9.67K	0.02%	212
2022 Q2	$107K	Sell	509 -1	-0.2%	-$219	0.02%	241
2022 Q1	$116K	Sell	510 -11	-2%	-$2.35K	0.02%	237
2021 Q4	$128K	Sell	521 -1,455	-74%	-$329K	0.02%	228
2021 Q3	$395K	Buy	1,976 +945	+92%	+$195K	0.06%	126
2021 Q2	$205K	Buy	1,031 +623	+153%	+$121K	0.03%	181
2021 Q1	$77K	Sell	408 -333	-45%	-$57.8K	0.03%	284
2020 Q4	$131K	Sell	741 -30	-4%	-$4.93K	0.06%	201
2020 Q3	$108K	Buy	771 +31	+4%	+$4.34K	0.04%	199
2020 Q2	$110K	Sell	740 -608	-45%	-$87.1K	0.05%	200
2020 Q1	$184K	Sell	1,348 -12	-0.9%	-$1.93K	0.09%	147
2019 Q4	$232K	Sell	1,360 -43	-3%	-$7.12K	0.09%	157
2019 Q3	$226K	Buy	1,403 +17	+1%	+$2.81K	0.1%	130
2019 Q2	$229K	Sell	1,386 -15	-1%	-$2.44K	0.1%	129
2019 Q1	$224K	Sell	1,401 -6	-0.4%	-$872	0.1%	142
2018 Q4	$184K	Buy	1,407 +6	+0.4%	+$847	0.09%	148
2018 Q3	$211K	Sell	1,401 -1,108	-44%	-$157K	0.09%	145
2018 Q2	$337K	Buy	2,509 +16	+0.6%	+$2.03K	0.15%	104
2018 Q1	$283K	Sell	2,493 -156	-6%	-$18.2K	0.13%	113
2017 Q4	$310K	Buy	2,649 +66	+3%	+$7.55K	0.14%	119
2017 Q3	$282K	Sell	2,583 -6	-0.2%	-$643	0.14%	109
2017 Q2	$265K	Sell	2,589 -80	-3%	-$8.1K	0.14%	108
2017 Q1	$273K	Buy	2,669 +32	+1%	+$3.26K	0.14%	105
2016 Q4	$271K	Sell	2,637 -73	-3%	-$6.81K	0.14%	108
2016 Q3	$239K	Buy	2,710 +32	+1%	+$2.9K	0.13%	111
2016 Q2	$246K	Sell	2,678 -120	-4%	-$10.6K	0.14%	112
2016 Q1	$251K	Sell	2,798 -275	-9%	-$23K	0.14%	113
2015 Q4	$260K	Hold	3,073	–	–	0.14%	110
2015 Q3	$247K	Hold	3,073	–	–	0.15%	109
2015 Q2	$247K	Buy	3,073 +275	+10%	+$23.4K	0.14%	114
2015 Q1	$240K	Hold	2,798	–	–	0.15%	102
2014 Q4	$233K	Sell	2,798 -389	-12%	-$31.5K	0.14%	111
2014 Q3	$232K	Sell	3,187 -1,139	-26%	-$82.3K	0.15%	110
2014 Q2	$301K	Hold	4,326	–	–	0.18%	96
2014 Q1	$293K	Sell	4,326 -57	-1%	-$3.88K	0.19%	93
2013 Q4	$311K	Buy	4,383 +57	+1%	+$3.83K	0.2%	89
2013 Q3	$275K	Hold	4,326	–	–	0.21%	83
2013 Q2	$262K	Buy	+4,326	New	+$258K	0.2%	81

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

TCI Wealth Advisors's ADP Position: Q4 2025 in Review

TCI Wealth Advisors sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 737 shares — an estimated $216K sold.

TCI Wealth Advisors first reported a position in ADP in Q2 2013 and held it in 45 quarters. The position peaked at $395K in Q3 2021. 2,405 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

TCI Wealth Advisors reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
TCI Wealth Advisors sold 737 Automatic Data Processing shares in Q4 2025, an estimated $216K.
TCI Wealth Advisors first reported a position in Automatic Data Processing in Q2 2013 and held it in 45 quarters.
TCI Wealth Advisors's Automatic Data Processing position peaked at $395K in Q3 2021.
2,405 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on TCI Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.