Transform Wealth’s Automatic Data Processing ADP Stock Holding History

Transform Wealth’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 Q1	$608K	Hold	1,981	–	–	0.04%	158
2024 Q4	$581K	Buy	+1,981	New	+$585K	0.03%	166
2019 Q1	–	Sell	-1,545	Closed	-$203K	–	166
2018 Q4	$203K	Hold	1,545	–	–	0.04%	171
2018 Q3	$233K	Sell	1,545 -540	-26%	-$76.4K	0.04%	177
2018 Q2	$280K	Sell	2,085 -2,610	-56%	-$331K	0.05%	188
2018 Q1	$533K	Sell	4,695 -447	-9%	-$52.1K	0.1%	169
2017 Q4	$603K	Buy	5,142 +2,400	+88%	+$274K	0.11%	176
2017 Q3	$300K	Sell	2,742 -6,968	-72%	-$746K	0.1%	180
2017 Q2	$995K	Buy	9,710 +1,787	+23%	+$181K	1.12%	35
2017 Q1	$811K	Sell	7,923 -110	-1%	-$11.2K	0.3%	116
2016 Q4	$826K	Buy	8,033 +440	+6%	+$41.1K	0.33%	104
2016 Q3	$670K	Buy	7,593 +147	+2%	+$13.3K	0.29%	110
2016 Q2	$684K	Buy	+7,446	New	+$658K	0.29%	114

Other funds holding ADP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's ADP Position: Q1 2025 in Review

Transform Wealth held its Automatic Data Processing (ADP) position steady in Q1 2025 at 1,981 shares worth $608K. The position accounts for 0.04% of the portfolio, ranked #158.

Transform Wealth first reported a position in ADP in Q2 2016 and has held it in 13 quarters since. The position peaked at $995K in Q2 2017. 2,456 funds tracked by Wall St. Rank hold ADP as of Q1 2025.

Transform Wealth held 1,981 shares of Automatic Data Processing worth $608K as of Q1 2025.
Transform Wealth left its Automatic Data Processing share count unchanged in Q1 2025.
Automatic Data Processing made up 0.04% of Transform Wealth's portfolio in Q1 2025, its #158 holding.
Transform Wealth first reported a position in Automatic Data Processing in Q2 2016 and has held it in 13 quarters since.
Transform Wealth's Automatic Data Processing position peaked at $995K in Q2 2017.
2,456 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.