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Cyndeo Wealth Partners’s Analog Devices ADI Stock Holding History

Cyndeo Wealth 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
Q1 		$11.9M Sell
37,484
-1,122
-3% -$357K 0.63% 44
2025
Q4 		$10.5M Buy
38,606
+3,630
+10% +$912K 0.56% 46
2025
Q3 		$8.59M Buy
34,976
+100
+0.3% +$24K 0.48% 58
2025
Q2 		$8.3M Buy
34,876
+1,037
+3% +$216K 0.49% 55
2025
Q1 		$6.82M Sell
33,839
-8,040
-19% -$1.74M 0.45% 73
2024
Q4 		$8.9M Buy
41,879
+651
+2% +$144K 0.6% 46
2024
Q3 		$9.49M Buy
41,228
+16,525
+67% +$3.72M 0.66% 36
2024
Q2 		$5.64M Buy
24,703
+2,970
+14% +$634K 0.44% 66
2024
Q1 		$4.3M Sell
21,733
-2,026
-9% -$390K 0.36% 86
2023
Q4 		$4.72M Sell
23,759
-9,995
-30% -$1.78M 0.44% 77
2023
Q3 		$5.91M Sell
33,754
-1,267
-4% -$234K 0.62% 48
2023
Q2 		$6.82M Buy
35,021
+1,424
+4% +$264K 0.71% 43
2023
Q1 		$6.63M Buy
33,597
+9,380
+39% +$1.68M 0.71% 38
2022
Q4 		$3.97M Buy
+24,217
New +$3.78M 0.47% 70

Other funds holding ADI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cyndeo Wealth Partners's ADI Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Analog Devices (ADI) stake by 2.9% in Q1 2026, selling an estimated $357K and leaving 37,484 shares worth $11.9M. The position accounts for 0.63% of the portfolio, ranked #44.

Cyndeo Wealth Partners first reported a position in ADI in Q4 2022 and has held it in 14 quarters since. 2,107 funds tracked by Wall St. Rank hold ADI as of Q1 2026.

  • Cyndeo Wealth Partners held 37,484 shares of Analog Devices worth $11.9M as of Q1 2026.
  • Cyndeo Wealth Partners sold 1,122 Analog Devices shares in Q1 2026, an estimated $357K.
  • Analog Devices made up 0.63% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #44 holding.
  • Cyndeo Wealth Partners first reported a position in Analog Devices in Q4 2022 and has held it in 14 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.