LWM
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return