Ownership history in Challenger Wealth Management · 5 quarters on record
This page tracks every 13F SEC filing in which Challenger Wealth Management reported a position in AUTOMATIC DATA PROCESSING IN (ADP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 5,050 | +184 | +3.8% | 0.99% | $1.3M | $255.12 |
| 2025 Q3 | REDUCED | 4,866 | -1,030 | -17.5% | 1.12% | $1.4M | $289.23 |
| 2025 Q2 | ADDED | 5,896 | +673 | +12.9% | 1.26% | $1.8M | $302.34 |
| 2025 Q1 | ADDED | 5,223 | +24 | +0.5% | 1.26% | $1.6M | $298.04 |
| 2024 Q4 | INITIATED | 5,199 | — | — | 1.31% | $1.5M | $284.04 |
As of 2025 Q4 — sorted by position size