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Westbourne Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Westbourne Investment 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 		$269K Hold
1,200
– – 0.07% 99
2026
Q1 		$244K Hold
1,200
– – 0.07% 105
2025
Q4 		$309K Hold
1,200
– – 0.09% 92
2025
Q3 		$352K Buy
+1,200
New +$361K 0.1% 89

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

Westbourne Investment Advisors's ADP Position: Q2 2026 in Review

Westbourne Investment Advisors held its Automatic Data Processing (ADP) position steady in Q2 2026 at 1,200 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #99.

Westbourne Investment Advisors first reported a position in ADP in Q3 2025 and has held it in 4 quarters since. The position peaked at $352K in Q3 2025. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Westbourne Investment Advisors held 1,200 shares of Automatic Data Processing worth $269K as of Q2 2026.
  • Westbourne Investment Advisors left its Automatic Data Processing share count unchanged in Q2 2026.
  • Automatic Data Processing made up 0.07% of Westbourne Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Westbourne Investment Advisors first reported a position in Automatic Data Processing in Q3 2025 and has held it in 4 quarters since.
  • Westbourne Investment Advisors's Automatic Data Processing position peaked at $352K in Q3 2025.
  • 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.