LVW Advisors
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LVW Advisors’s Automatic Data Processing ADP Stock Holding History

LVW Advisors’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
Q3 		$520K Buy
2,016
+363
+22% +$96.3K 0.04% 253
2026
Q2 		$370K Buy
1,653
+280
+20% +$59.8K 0.03% 301
2026
Q1 		$279K Sell
1,373
-377
-22% -$86.4K 0.03% 350
2025
Q4 		$450K Sell
1,750
-52
-3% -$13.8K 0.05% 205
2025
Q3 		$529K Sell
1,802
-30
-2% -$9.03K 0.05% 182
2025
Q2 		$565K Buy
1,832
+168
+10% +$51.6K 0.06% 177
2025
Q1 		$508K Buy
1,664
+83
+5% +$25K 0.06% 167
2024
Q4 		$463K Sell
1,581
-41
-3% -$12.1K 0.06% 200
2024
Q3 		$449K Sell
1,622
-810
-33% -$212K 0.06% 202
2024
Q2 		$580K Sell
2,432
-1,422
-37% -$349K 0.08% 148
2024
Q1 		$962K Buy
3,854
+740
+24% +$181K 0.16% 94
2023
Q4 		$725K Buy
3,114
+916
+42% +$213K 0.14% 112
2023
Q3 		$529K Buy
+2,198
New +$536K 0.11% 125

Other funds holding ADP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LVW Advisors's ADP Position: Q3 2026 in Review

LVW Advisors increased its Automatic Data Processing (ADP) stake by 22% in Q3 2026, buying an estimated $96.3K and bringing the position to 2,016 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #253.

LVW Advisors first reported a position in ADP in Q3 2023 and has held it in 13 quarters since. The position peaked at $962K in Q1 2024. 2,100 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • LVW Advisors held 2,016 shares of Automatic Data Processing worth $520K as of Q3 2026.
  • LVW Advisors bought 363 Automatic Data Processing shares in Q3 2026, an estimated $96.3K.
  • Automatic Data Processing made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #253 holding.
  • LVW Advisors first reported a position in Automatic Data Processing in Q3 2023 and has held it in 13 quarters since.
  • LVW Advisors's Automatic Data Processing position peaked at $962K in Q1 2024.
  • 2,100 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.