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Elevation Wealth Partners’s Analog Devices ADI Stock Holding History

Elevation 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 		$207K Buy
521
+76
+17% +$30.1K 0.06% 135
2026
Q1 		$142K Hold
445
– – 0.05% 144
2025
Q4 		$121K Buy
445
+32
+8% +$8.04K 0.04% 156
2025
Q3 		$101K Buy
413
+13
+3% +$3.13K 0.04% 175
2025
Q2 		$95.2K Hold
400
– – 0.04% 180
2025
Q1 		$80.7K Hold
400
– – 0.03% 188
2024
Q4 		$85K Hold
400
– – 0.04% 182
2024
Q3 		$92.1K Sell
400
-21
-5% -$4.73K 0.04% 172
2024
Q2 		$96.1K Buy
421
+21
+5% +$4.48K 0.05% 163
2024
Q1 		$79.1K Hold
400
– – 0.04% 183
2023
Q4 		$70K Hold
400
– – 0.04% 180
2023
Q3 		$70K Hold
400
– – 0.06% 124
2023
Q2 		$77.9K Hold
400
– – 0.07% 119
2023
Q1 		$78.9K Buy
+400
New +$71.7K 0.07% 122

Other funds holding ADI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

Elevation Wealth Partners increased its Analog Devices (ADI) stake by 17% in Q2 2026, buying an estimated $30.1K and bringing the position to 521 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #135.

Elevation Wealth Partners first reported a position in ADI in Q1 2023 and has held it in 14 quarters since. 879 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Elevation Wealth Partners held 521 shares of Analog Devices worth $207K as of Q2 2026.
  • Elevation Wealth Partners bought 76 Analog Devices shares in Q2 2026, an estimated $30.1K.
  • Analog Devices made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • Elevation Wealth Partners first reported a position in Analog Devices in Q1 2023 and has held it in 14 quarters since.
  • 879 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.