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TruWealth Advisors’s Automatic Data Processing ADP Stock Holding History

TruWealth 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
-718
Closed -$211K – 183
2025
Q3 		$211K Sell
718
-106
-13% -$31.9K 0.01% 177
2025
Q2 		$254K Hold
824
– – 0.01% 153
2025
Q1 		$252K Hold
824
– – 0.02% 141
2024
Q4 		$241K Buy
824
+22
+3% +$6.5K 0.01% 146
2024
Q3 		$222K Buy
+802
New +$210K 0.01% 150

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TruWealth Advisors's ADP Position: Q4 2025 in Review

TruWealth Advisors sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 718 shares — an estimated $211K sold.

TruWealth Advisors first reported a position in ADP in Q3 2024 and held it in 5 quarters. The position peaked at $254K in Q2 2025. 2,405 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

  • TruWealth Advisors reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
  • TruWealth Advisors sold 718 Automatic Data Processing shares in Q4 2025, an estimated $211K.
  • TruWealth Advisors first reported a position in Automatic Data Processing in Q3 2024 and held it in 5 quarters.
  • TruWealth Advisors's Automatic Data Processing position peaked at $254K in Q2 2025.
  • 2,405 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on TruWealth Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.