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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
Q2 		$15.4M Buy
38,880
+1,396
+4% +$553K 0.73% 33
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 $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

Cyndeo Wealth Partners's ADI Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Analog Devices (ADI) stake by 3.7% in Q2 2026, buying an estimated $553K and bringing the position to 38,880 shares worth $15.4M. The position accounts for 0.73% of the portfolio, ranked #33.

Cyndeo Wealth Partners first reported a position in ADI in Q4 2022 and has held it in 15 quarters since. 2,281 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Cyndeo Wealth Partners held 38,880 shares of Analog Devices worth $15.4M as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,396 Analog Devices shares in Q2 2026, an estimated $553K.
  • Analog Devices made up 0.73% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • Cyndeo Wealth Partners first reported a position in Analog Devices in Q4 2022 and has held it in 15 quarters since.
  • 2,281 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.