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Wellington Wealth Strategies’s Automatic Data Processing ADP Stock Holding History

Wellington Wealth Strategies’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
2024
Q4 		$1.62M Sell
5,220
-1,040
-17% -$307K 1.47% 24
2024
Q3 		$1.81M Buy
+6,260
New +$1.64M 1.37% 24
2024
Q1 		– Sell
-8,108
Closed -$1.89M – 150
2023
Q4 		$1.89M Buy
+8,108
New +$1.89M 1.6% 21

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Wealth Strategies's ADP Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its Automatic Data Processing (ADP) stake by 17% in Q4 2024, selling an estimated $307K and leaving 5,220 shares worth $1.62M. The position accounts for 1.47% of the portfolio, ranked #24.

Wellington Wealth Strategies first reported a position in ADP in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.89M in Q4 2023. 2,413 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

  • Wellington Wealth Strategies held 5,220 shares of Automatic Data Processing worth $1.62M as of Q4 2024.
  • Wellington Wealth Strategies sold 1,040 Automatic Data Processing shares in Q4 2024, an estimated $307K.
  • Automatic Data Processing made up 1.47% of Wellington Wealth Strategies's portfolio in Q4 2024, its #24 holding.
  • Wellington Wealth Strategies first reported a position in Automatic Data Processing in Q4 2023 and has held it in 3 quarters since.
  • Wellington Wealth Strategies's Automatic Data Processing position peaked at $1.89M in Q4 2023.
  • 2,413 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.