WWM
ADP icon

Wiser Wealth Management’s Automatic Data Processing ADP Stock Holding History

Wiser Wealth 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
Q4 		– Sell
-812
Closed -$238K – 56
2025
Q3 		$238K Sell
812
-177
-18% -$53.3K 0.05% 50
2025
Q2 		$305K Buy
989
+47
+5% +$14.4K 0.08% 42
2025
Q1 		$288K Buy
942
+4
+0.4% +$1.21K 0.08% 40
2024
Q4 		$275K Buy
938
+23
+3% +$6.8K 0.08% 39
2024
Q3 		$253K Buy
+915
New +$239K 0.07% 40

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

Wiser Wealth Management's ADP Position: Q4 2025 in Review

Wiser Wealth Management sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 812 shares — an estimated $238K sold.

Wiser Wealth Management first reported a position in ADP in Q3 2024 and held it in 5 quarters. The position peaked at $305K in Q2 2025. 2,405 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

  • Wiser Wealth Management reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
  • Wiser Wealth Management sold 812 Automatic Data Processing shares in Q4 2025, an estimated $238K.
  • Wiser Wealth Management first reported a position in Automatic Data Processing in Q3 2024 and held it in 5 quarters.
  • Wiser Wealth Management's Automatic Data Processing position peaked at $305K in Q2 2025.
  • 2,405 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on Wiser Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.