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

LongView 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 		$285K Hold
1,274
– – 0.07% 181
2026
Q1 		$248K Sell
1,274
-18
-1% -$4.13K 0.06% 219
2025
Q4 		$340K Buy
1,292
+10
+0.8% +$2.66K 0.08% 181
2025
Q3 		$376K Buy
1,282
+5
+0.4% +$1.5K 0.1% 150
2025
Q2 		$394K Buy
1,277
+4
+0.3% +$1.23K 0.12% 140
2025
Q1 		$389K Buy
1,273
+4
+0.3% +$1.21K 0.12% 135
2024
Q4 		$371K Buy
1,269
+5
+0.4% +$1.48K 0.11% 139
2024
Q3 		$350K Buy
1,264
+5
+0.4% +$1.31K 0.11% 142
2024
Q2 		$301K Buy
1,259
+346
+38% +$85K 0.11% 146
2024
Q1 		$228K Sell
913
-144
-14% -$35.2K 0.09% 161
2023
Q4 		$249K Buy
+1,057
New +$246K 0.11% 152

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

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

LongView Wealth Management held its Automatic Data Processing (ADP) position steady in Q2 2026 at 1,274 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #181.

LongView Wealth Management first reported a position in ADP in Q4 2023 and has held it in 11 quarters since. The position peaked at $394K in Q2 2025. 2,282 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • LongView Wealth Management held 1,274 shares of Automatic Data Processing worth $285K as of Q2 2026.
  • LongView Wealth Management left its Automatic Data Processing share count unchanged in Q2 2026.
  • Automatic Data Processing made up 0.07% of LongView Wealth Management's portfolio in Q2 2026, its #181 holding.
  • LongView Wealth Management first reported a position in Automatic Data Processing in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's Automatic Data Processing position peaked at $394K in Q2 2025.
  • 2,282 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.