Atria Wealth Solutions’s Analog Devices ADI Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.18M	Sell	4,957 -6,925	-58%	-$1.44M	0.03%	582
2025 Q1	$2.4M	Sell	11,882 -969	-8%	-$209K	0.03%	565
2024 Q4	$2.73M	Buy	12,851 +43	+0.3%	+$9.51K	0.03%	537
2024 Q3	$2.95M	Sell	12,808 -12,709	-50%	-$2.86M	0.03%	498
2024 Q2	$5.82M	Buy	25,517 +12,003	+89%	+$2.56M	0.06%	301
2024 Q1	$2.67M	Sell	13,514 -2,324	-15%	-$447K	0.03%	538
2023 Q4	$3.14M	Buy	15,838 +1,418	+10%	+$253K	0.04%	453
2023 Q3	$2.52M	Sell	14,420 -11,898	-45%	-$2.19M	0.04%	488
2023 Q2	$5.13M	Buy	26,318 +3,466	+15%	+$642K	0.07%	279
2023 Q1	$4.51M	Buy	22,852 +2,701	+13%	+$484K	0.07%	289
2022 Q4	$3.31M	Buy	20,151 +97	+0.5%	+$15.1K	0.05%	357
2022 Q3	$2.79M	Sell	20,054 -12,536	-38%	-$1.98M	0.05%	372
2022 Q2	$4.66M	Buy	32,590 +17,071	+110%	+$2.69M	0.09%	247
2022 Q1	$2.56M	Buy	+15,519	New	+$2.51M	0.04%	411

Other funds holding ADI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return