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Tred Avon Family Wealth’s Automatic Data Processing ADP Stock Holding History

Tred Avon Family 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
2026
Q2 		$425K Buy
1,896
+70
+4% +$15K 0.13% 192
2026
Q1 		$371K Sell
1,826
-145
-7% -$33.2K 0.12% 205
2025
Q4 		$507K Buy
1,971
+531
+37% +$141K 0.16% 157
2025
Q3 		$423K Buy
+1,440
New +$433K 0.15% 169

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tred Avon Family Wealth's ADP Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Automatic Data Processing (ADP) stake by 3.8% in Q2 2026, buying an estimated $15K and bringing the position to 1,896 shares worth $425K. The position accounts for 0.13% of the portfolio, ranked #192.

Tred Avon Family Wealth first reported a position in ADP in Q3 2025 and has held it in 4 quarters since. The position peaked at $507K in Q4 2025. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Tred Avon Family Wealth held 1,896 shares of Automatic Data Processing worth $425K as of Q2 2026.
  • Tred Avon Family Wealth bought 70 Automatic Data Processing shares in Q2 2026, an estimated $15K.
  • Automatic Data Processing made up 0.13% of Tred Avon Family Wealth's portfolio in Q2 2026, its #192 holding.
  • Tred Avon Family Wealth first reported a position in Automatic Data Processing in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Automatic Data Processing position peaked at $507K in Q4 2025.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.