Confluence Investment Management’s Analog Devices ADI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$117M Sell
293,390
-247,250
-46% -$97.9M 1.82% 15
2026
Q1
$172M Sell
540,640
-45,239
-8% -$14.4M 2.67% 2
2025
Q4
$159M Sell
585,879
-27,678
-5% -$6.95M 2.38% 4
2025
Q3
$151M Sell
613,557
-12,338
-2% -$2.97M 2.15% 7
2025
Q2
$149M Sell
625,895
-3,728
-0.6% -$776K 2.1% 7
2025
Q1
$127M Sell
629,623
-14,364
-2% -$3.1M 1.83% 15
2024
Q4
$137M Sell
643,987
-7,459
-1% -$1.65M 1.9% 13
2024
Q3
$150M Sell
651,446
-11,565
-2% -$2.61M 2% 11
2024
Q2
$151M Sell
663,011
-38,741
-6% -$8.27M 2.18% 3
2024
Q1
$139M Sell
701,752
-12,394
-2% -$2.38M 1.87% 12
2023
Q4
$142M Sell
714,146
-12,341
-2% -$2.2M 2% 11
2023
Q3
$127M Sell
726,487
-104,371
-13% -$19.2M 1.97% 12
2023
Q2
$162M Sell
830,858
-13,965
-2% -$2.59M 2.36% 4
2023
Q1
$167M Sell
844,823
-9,093
-1% -$1.63M 2.45% 3
2022
Q4
$140M Buy
853,916
+141,791
+20% +$22.1M 2.09% 10
2022
Q3
$99.2M Buy
712,125
+2,858
+0.4% +$452K 1.66% 19
2022
Q2
$104M Buy
709,267
+4,792
+0.7% +$754K 1.61% 21
2022
Q1
$116M Buy
704,475
+2,426
+0.3% +$393K 1.63% 20
2021
Q4
$123M Sell
702,049
-42,893
-6% -$7.6M 1.64% 17
2021
Q3
$125M Sell
744,942
-40,497
-5% -$6.79M 1.75% 13
2021
Q2
$135M Sell
785,439
-13,856
-2% -$2.22M 1.8% 12
2021
Q1
$124M Sell
799,295
-21,257
-3% -$3.27M 1.74% 13
2020
Q4
$121M Sell
820,552
-30,990
-4% -$4.11M 1.8% 13
2020
Q3
$99.4M Sell
851,542
-23,717
-3% -$2.78M 1.62% 17
2020
Q2
$107M Sell
875,259
-20,898
-2% -$2.3M 1.79% 17
2020
Q1
$80.3M Buy
896,157
+136,226
+18% +$14.9M 1.53% 22
2019
Q4
$85.8M Sell
759,931
-6,504
-0.8% -$733K 1.37% 30
2019
Q3
$85.6M Buy
766,435
+6,504
+0.9% +$736K 1.34% 30
2019
Q2
$85.8M Buy
759,931
+1,092
+0.1% +$118K 1.37% 30
2019
Q1
$79.9M Sell
758,839
-16,048
-2% -$1.61M 1.35% 30
2018
Q4
$66.5M Buy
774,887
+302,008
+64% +$26.1M 1.25% 30
2018
Q3
$43.7M Sell
472,879
-3,148
-0.7% -$302K 0.75% 44
2018
Q2
$45.7M Sell
476,027
-3,041
-0.6% -$287K 0.8% 40
2018
Q1
$43.7M Buy
479,068
+2,579
+0.5% +$235K 0.81% 42
2017
Q4
$42.4M Sell
476,489
-6,110
-1% -$541K 0.77% 45
2017
Q3
$41.6M Buy
482,599
+1,574
+0.3% +$127K 0.8% 43
2017
Q2
$37.4M Sell
481,025
-1,678
-0.3% -$133K 0.76% 45
2017
Q1
$39.6M Buy
482,703
+294,611
+157% +$23.1M 0.88% 43
2016
Q4
$13.7M Buy
188,092
+10,908
+6% +$742K 0.33% 68
2016
Q3
$11.4M Buy
177,184
+11,920
+7% +$739K 0.3% 71
2016
Q2
$9.36M Buy
165,264
+12,815
+8% +$734K 0.26% 98
2016
Q1
$9.02M Buy
152,449
+9,560
+7% +$510K 0.27% 84
2015
Q4
$7.91M Buy
142,889
+9,848
+7% +$580K 0.26% 95
2015
Q3
$7.5M Buy
133,041
+361
+0.3% +$21K 0.27% 83
2015
Q2
$8.52M Buy
132,680
+24
+0% +$1.56K 0.31% 76
2015
Q1
$8.36M Buy
132,656
+9,130
+7% +$518K 0.32% 72
2014
Q4
$6.86M Buy
123,526
+9,168
+8% +$468K 0.28% 85
2014
Q3
$5.66M Buy
114,358
+11,452
+11% +$587K 0.25% 98
2014
Q2
$5.56M Buy
102,906
+7,662
+8% +$405K 0.25% 94
2014
Q1
$5.06M Buy
95,244
+10,684
+13% +$539K 0.26% 93
2013
Q4
$4.31M Buy
84,560
+16,039
+23% +$781K 0.24% 100
2013
Q3
$3.22M Buy
68,521
+7,772
+13% +$372K 0.2% 117
2013
Q2
$2.74M Buy
+60,749
New +$2.74M 0.19% 122

Other funds holding ADI

Confluence Investment Management's ADI Position: Q2 2026 in Review

Confluence Investment Management reduced its Analog Devices (ADI) stake by 46% in Q2 2026, selling an estimated $97.9M and leaving 293,390 shares worth $117M. The position accounts for 1.82% of the portfolio, ranked #15.

Confluence Investment Management first reported a position in ADI in Q2 2013 and has held it in 53 quarters since. The position peaked at $172M in Q1 2026. 2,263 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Confluence Investment Management held 293,390 shares of Analog Devices worth $117M as of Q2 2026.
  • Confluence Investment Management sold 247,250 Analog Devices shares in Q2 2026, an estimated $97.9M.
  • Analog Devices made up 1.82% of Confluence Investment Management's portfolio in Q2 2026, its #15 holding.
  • Confluence Investment Management first reported a position in Analog Devices in Q2 2013 and has held it in 53 quarters since.
  • Confluence Investment Management's Analog Devices position peaked at $172M in Q1 2026.
  • 2,263 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.