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Angeles Wealth Management’s Analog Devices ADI Stock Holding History

Angeles Wealth Management’s Portfolio ADI Stock Details ADI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92M Buy
4,836
+561
+13% +$222K 0.09% 97
2026
Q1 		$1.36M Sell
4,275
-51
-1% -$16.2K 0.07% 102
2025
Q4 		$1.17M Buy
4,326
+779
+22% +$196K 0.06% 123
2025
Q3 		$871K Sell
3,547
-75
-2% -$18K 0.05% 124
2025
Q2 		$862K Buy
3,622
+331
+10% +$68.9K 0.06% 118
2025
Q1 		$664K Sell
3,291
-203
-6% -$43.9K 0.06% 120
2024
Q4 		$742K Buy
3,494
+110
+3% +$24.3K 0.06% 115
2024
Q3 		$779K Buy
3,384
+73
+2% +$16.4K 0.07% 102
2024
Q2 		$756K Buy
3,311
+486
+17% +$104K 0.07% 95
2024
Q1 		$559K Buy
2,825
+546
+24% +$105K 0.06% 112
2023
Q4 		$453K Buy
2,279
+73
+3% +$13K 0.06% 118
2023
Q3 		$386K Buy
2,206
+89
+4% +$16.4K 0.05% 106
2023
Q2 		$412K Hold
2,117
– – 0.06% 117
2023
Q1 		$418K Buy
2,117
+9
+0.4% +$1.61K 0.06% 121
2022
Q4 		$346K Sell
2,108
-29
-1% -$4.53K 0.06% 117
2022
Q3 		$298K Buy
2,137
+127
+6% +$20.1K 0.06% 123
2022
Q2 		$294K Sell
2,010
-83
-4% -$13.1K 0.06% 133
2022
Q1 		$346K Buy
+2,093
New +$339K 0.07% 126

Other funds holding ADI

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Angeles Wealth Management's ADI Position: Q2 2026 in Review

Angeles Wealth Management increased its Analog Devices (ADI) stake by 13% in Q2 2026, buying an estimated $222K and bringing the position to 4,836 shares worth $1.92M. The position accounts for 0.09% of the portfolio, ranked #97.

Angeles Wealth Management first reported a position in ADI in Q1 2022 and has held it in 18 quarters since. 2,270 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Angeles Wealth Management held 4,836 shares of Analog Devices worth $1.92M as of Q2 2026.
  • Angeles Wealth Management bought 561 Analog Devices shares in Q2 2026, an estimated $222K.
  • Analog Devices made up 0.09% of Angeles Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Angeles Wealth Management first reported a position in Analog Devices in Q1 2022 and has held it in 18 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.