XWM
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Xcel Wealth Management’s Automatic Data Processing ADP Stock Holding History

Xcel 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
2026
Q2 		$221K Sell
988
-27
-3% -$5.77K 0.05% 138
2026
Q1 		$206K Sell
1,015
-200
-16% -$45.9K 0.06% 131
2025
Q4 		$313K Buy
1,215
+406
+50% +$108K 0.08% 129
2025
Q3 		$237K Hold
809
– – 0.06% 130
2025
Q2 		$249K Sell
809
-291
-26% -$89.4K 0.07% 125
2025
Q1 		$336K Hold
1,100
– – 0.1% 107
2024
Q4 		$322K Hold
1,100
– – 0.09% 109
2024
Q3 		$304K Hold
1,100
– – 0.09% 108
2024
Q2 		$263K Sell
1,100
-400
-27% -$98.2K 0.08% 114
2024
Q1 		$375K Sell
1,500
-37
-2% -$9.04K 0.12% 91
2023
Q4 		$358K Hold
1,537
– – 0.13% 89
2023
Q3 		$370K Hold
1,537
– – 0.15% 85
2023
Q2 		$338K Hold
1,537
– – 0.11% 107
2023
Q1 		$342K Hold
1,537
– – 0.12% 105
2022
Q4 		$367K Sell
1,537
-1
-0.1% -$246 0.14% 92
2022
Q3 		$348K Hold
1,538
– – 0.13% 96
2022
Q2 		$323K Buy
1,538
+1
+0.1% +$219 0.12% 99
2022
Q1 		$350K Sell
1,537
-1
-0.1% -$214 0.1% 114
2021
Q4 		$379K Buy
1,538
+1
+0.1% +$226 0.1% 118
2021
Q3 		$307K Hold
1,537
– – 0.09% 120
2021
Q2 		$305K Hold
1,537
– – 0.09% 120
2021
Q1 		$290K Hold
1,537
– – 0.1% 112
2020
Q4 		$270K Hold
1,537
– – 0.12% 107
2020
Q3 		$214K Hold
1,537
– – 0.11% 101
2020
Q2 		$228K Buy
+1,537
New +$220K 0.14% 90

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 $3.37T AUM 44.26% 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

Xcel Wealth Management's ADP Position: Q2 2026 in Review

Xcel Wealth Management reduced its Automatic Data Processing (ADP) stake by 2.7% in Q2 2026, selling an estimated $5.77K and leaving 988 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #138.

Xcel Wealth Management first reported a position in ADP in Q2 2020 and has held it in 25 quarters since. The position peaked at $379K in Q4 2021. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Xcel Wealth Management held 988 shares of Automatic Data Processing worth $221K as of Q2 2026.
  • Xcel Wealth Management sold 27 Automatic Data Processing shares in Q2 2026, an estimated $5.77K.
  • Automatic Data Processing made up 0.05% of Xcel Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Xcel Wealth Management first reported a position in Automatic Data Processing in Q2 2020 and has held it in 25 quarters since.
  • Xcel Wealth Management's Automatic Data Processing position peaked at $379K in Q4 2021.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.