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

Tradition 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	-910	Closed	-$278K	–	461
2025 Q1	$278K	Buy	+910	New	+$274K	0.02%	343
2024 Q1	–	Sell	-533	Closed	-$124K	–	403
2023 Q4	$124K	Sell	533 -13	-2%	-$3.03K	0.01%	411
2023 Q3	$131K	Buy	546 +1	+0.2%	+$244	0.02%	375
2023 Q2	$120K	Buy	545 +21	+4%	+$4.53K	0.01%	412
2023 Q1	$117K	Buy	524 +12	+2%	+$2.71K	0.01%	398
2022 Q4	$122K	Buy	512 +8	+2%	+$1.96K	0.02%	331
2022 Q3	$114K	Buy	504 +4	+0.8%	+$944	0.02%	341
2022 Q2	$105K	Hold	500	–	–	0.02%	348
2022 Q1	$114K	Sell	500 -2	-0.4%	-$428	0.01%	378
2021 Q4	$124K	Sell	502 -96	-16%	-$21.7K	0.02%	361
2021 Q3	$120K	Hold	598	–	–	0.02%	341
2021 Q2	$119K	Hold	598	–	–	0.02%	365
2021 Q1	$113K	Hold	598	–	–	0.02%	311
2020 Q4	$105K	Buy	+598	New	+$98.2K	0.02%	301

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Tradition Wealth Management sold out of Automatic Data Processing (ADP) in Q2 2025, closing a stake of 910 shares — an estimated $278K sold.

Tradition Wealth Management first reported a position in ADP in Q4 2020 and held it in 14 quarters. The position peaked at $278K in Q1 2025. 2,467 funds tracked by Wall St. Rank hold ADP as of Q2 2025.

Tradition Wealth Management reported no remaining Automatic Data Processing position as of Q2 2025 after selling out during the quarter.
Tradition Wealth Management sold 910 Automatic Data Processing shares in Q2 2025, an estimated $278K.
Tradition Wealth Management first reported a position in Automatic Data Processing in Q4 2020 and held it in 14 quarters.
Tradition Wealth Management's Automatic Data Processing position peaked at $278K in Q1 2025.
2,467 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2025.

Based on Tradition Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.