XF
ADP icon

XML Financial’s Automatic Data Processing ADP Stock Holding History

XML Financial’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
-700
Closed -$205K – 372
2024
Q4 		$205K Buy
+700
New +$207K 0.02% 336
2020
Q2 		– Sell
-2,082
Closed -$285K – 191
2020
Q1 		$285K Buy
2,082
+586
+39% +$94.4K 0.12% 127
2019
Q4 		$255K Buy
+1,496
New +$248K 0.09% 145

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

XML Financial's ADP Position: Q1 2025 in Review

XML Financial sold out of Automatic Data Processing (ADP) in Q1 2025, closing a stake of 700 shares — an estimated $205K sold.

XML Financial first reported a position in ADP in Q4 2019 and held it in 3 quarters. The position peaked at $285K in Q1 2020. 2,462 funds tracked by Wall St. Rank hold ADP as of Q1 2025.

  • XML Financial reported no remaining Automatic Data Processing position as of Q1 2025 after selling out during the quarter.
  • XML Financial sold 700 Automatic Data Processing shares in Q1 2025, an estimated $205K.
  • XML Financial first reported a position in Automatic Data Processing in Q4 2019 and held it in 3 quarters.
  • XML Financial's Automatic Data Processing position peaked at $285K in Q1 2020.
  • 2,462 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2025.

Based on XML Financial's 13F filing for Q1 2025, filed 22 Apr 2025.