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Waverton Investment Management’s Automatic Data Processing ADP Stock Holding History

Waverton Investment 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
Q1 		– Sell
-1,400
Closed -$410K – 103
2024
Q4 		$410K Hold
1,400
– – 0.01% 89
2024
Q3 		$387K Hold
1,400
– – 0.01% 88
2024
Q2 		$334K Buy
+1,400
New +$344K 0.01% 88
2014
Q2 		– Sell
-49,341
Closed -$3.35M – 97
2014
Q1 		$3.35M Buy
49,341
+341
+0.7% +$23.2K 0.16% 110
2013
Q4 		$3.48M Hold
49,000
– – 0.18% 100
2013
Q3 		$3.11M Buy
+49,000
New +$3.11M 0.18% 95

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waverton Investment Management's ADP Position: Q1 2025 in Review

Waverton Investment Management sold out of Automatic Data Processing (ADP) in Q1 2025, closing a stake of 1,400 shares — an estimated $410K sold.

Waverton Investment Management first reported a position in ADP in Q3 2013 and held it in 6 quarters. The position peaked at $3.48M in Q4 2013. 2,455 funds tracked by Wall St. Rank hold ADP as of Q1 2025.

  • Waverton Investment Management reported no remaining Automatic Data Processing position as of Q1 2025 after selling out during the quarter.
  • Waverton Investment Management sold 1,400 Automatic Data Processing shares in Q1 2025, an estimated $410K.
  • Waverton Investment Management first reported a position in Automatic Data Processing in Q3 2013 and held it in 6 quarters.
  • Waverton Investment Management's Automatic Data Processing position peaked at $3.48M in Q4 2013.
  • 2,455 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2025.

Based on Waverton Investment Management's 13F filing for Q1 2025, filed 24 Apr 2025.