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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
Q2 		$370K Buy
1,653
+280
+20% +$59.9K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

LVW Advisors's ADP Position: Q2 2026 in Review

LVW Advisors increased its Automatic Data Processing (ADP) stake by 20% in Q2 2026, buying an estimated $59.9K and bringing the position to 1,653 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #301.

LVW Advisors first reported a position in ADP in Q3 2023 and has held it in 12 quarters since. The position peaked at $962K in Q1 2024. 1,039 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • LVW Advisors held 1,653 shares of Automatic Data Processing worth $370K as of Q2 2026.
  • LVW Advisors bought 280 Automatic Data Processing shares in Q2 2026, an estimated $59.9K.
  • Automatic Data Processing made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #301 holding.
  • LVW Advisors first reported a position in Automatic Data Processing in Q3 2023 and has held it in 12 quarters since.
  • LVW Advisors's Automatic Data Processing position peaked at $962K in Q1 2024.
  • 1,039 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.