Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Analog Devices ADI Stock Holding History

Dynamic Advisor 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
2021
Q3 		– Sell
-200
Closed -$3K – 754
2021
Q2 		$3K Sell
200
-500
-71% -$80.1K ﹤0.01% 744
2021
Q1 		$3K Buy
+700
New +$108K ﹤0.01% 679

Other funds holding ADI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Dynamic Advisor Solutions's ADI Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Analog Devices (ADI) stake by 9.2% in Q3 2026, buying an estimated $179K and bringing the position to 5,603 shares worth $2.22M. The position accounts for 0.06% of the portfolio, ranked #298.

Dynamic Advisor Solutions first reported a position in ADI in Q1 2018 and has held it in 35 quarters since. 507 funds tracked by Wall St. Rank hold ADI as of Q3 2026.

  • Dynamic Advisor Solutions held 5,603 shares of Analog Devices worth $2.22M as of Q3 2026.
  • Dynamic Advisor Solutions bought 474 Analog Devices shares in Q3 2026, an estimated $179K.
  • Analog Devices made up 0.06% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #298 holding.
  • Dynamic Advisor Solutions first reported a position in Analog Devices in Q1 2018 and has held it in 35 quarters since.
  • 507 funds tracked by Wall St. Rank held Analog Devices as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.