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Birchwood Financial Partners’s Analog Devices ADI Stock Holding History

Birchwood Financial Partners’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 		$28.2K Sell
71
-1
-1% -$396 0.02% 218
2026
Q1 		$22.9K Hold
72
– – 0.02% 224
2025
Q4 		$19.5K Buy
+72
New +$18.1K 0.02% 236

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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

Birchwood Financial Partners's ADI Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Analog Devices (ADI) stake by 1.4% in Q2 2026, selling an estimated $396 and leaving 71 shares worth $28.2K. The position accounts for 0.02% of the portfolio, ranked #218.

Birchwood Financial Partners first reported a position in ADI in Q4 2025 and has held it in 3 quarters since. 2,270 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Birchwood Financial Partners held 71 shares of Analog Devices worth $28.2K as of Q2 2026.
  • Birchwood Financial Partners sold 1 Analog Devices share in Q2 2026, an estimated $396.
  • Analog Devices made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #218 holding.
  • Birchwood Financial Partners first reported a position in Analog Devices in Q4 2025 and has held it in 3 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.