Evercore Wealth 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 | $2.02M | Sell |
5,093
-84
| -2% | -$33.2K | 0.03% | 170 |
|
|
2026
Q1 | $1.65M | Hold |
5,177
| – | – | 0.03% | 169 |
|
|
2025
Q4 | $1.4M | Sell |
5,177
-12
| -0.2% | -$3.02K | 0.02% | 191 |
|
|
2025
Q3 | $1.27M | Sell |
5,189
-108
| -2% | -$26K | 0.02% | 197 |
|
|
2025
Q2 | $1.26M | Sell |
5,297
-475
| -8% | -$98.9K | 0.02% | 192 |
|
|
2025
Q1 | $1.16M | Hold |
5,772
| – | – | 0.02% | 208 |
|
|
2024
Q4 | $1.23M | Hold |
5,772
| – | – | 0.02% | 202 |
|
|
2024
Q3 | $1.33M | Hold |
5,772
| – | – | 0.02% | 196 |
|
|
2024
Q2 | $1.32M | Sell |
5,772
-378
| -6% | -$80.7K | 0.02% | 196 |
|
|
2024
Q1 | $1.22M | Sell |
6,150
-486
| -7% | -$93.4K | 0.02% | 201 |
|
|
2023
Q4 | $1.32M | Buy |
6,636
+1
| +0% | +$179 | 0.02% | 196 |
|
|
2023
Q3 | $1.16M | Sell |
6,635
-65
| -1% | -$12K | 0.02% | 203 |
|
|
2023
Q2 | $1.31M | Buy |
6,700
+897
| +15% | +$166K | 0.02% | 188 |
|
|
2023
Q1 | $1.14M | Sell |
5,803
-40
| -0.7% | -$7.17K | 0.02% | 203 |
|
|
2022
Q4 | $958K | Sell |
5,843
-697
| -11% | -$109K | 0.02% | 215 |
|
|
2022
Q3 | $911K | Sell |
6,540
-25
| -0.4% | -$3.95K | 0.02% | 211 |
|
|
2022
Q2 | $959K | Sell |
6,565
-300
| -4% | -$47.2K | 0.02% | 213 |
|
|
2022
Q1 | $1.13M | Sell |
6,865
-915
| -12% | -$148K | 0.02% | 210 |
|
|
2021
Q4 | $1.37M | Sell |
7,780
-80
| -1% | -$14.2K | 0.02% | 197 |
|
|
2021
Q3 | $1.32M | Sell |
7,860
-1
| -0% | -$168 | 0.02% | 196 |
|
|
2021
Q2 | $1.35M | Sell |
7,861
-7
| -0.1% | -$1.12K | 0.02% | 198 |
|
|
2021
Q1 | $1.22M | Sell |
7,868
-441
| -5% | -$67.8K | 0.02% | 205 |
|
|
2020
Q4 | $1.23M | Buy |
8,309
+4,184
| +101% | +$555K | 0.03% | 190 |
|
|
2020
Q3 | $481K | Buy |
4,125
+1,036
| +34% | +$121K | 0.01% | 267 |
|
|
2020
Q2 | $379K | Sell |
3,089
-2,177
| -41% | -$239K | 0.01% | 288 |
|
|
2020
Q1 | $472K | Hold |
5,266
| – | – | 0.02% | 249 |
|
|
2019
Q4 | $626K | Sell |
5,266
-129
| -2% | -$14.5K | 0.02% | 252 |
|
|
2019
Q3 | $603K | Sell |
5,395
-123
| -2% | -$13.9K | 0.02% | 255 |
|
|
2019
Q2 | $623K | Sell |
5,518
-167
| -3% | -$18.1K | 0.02% | 255 |
|
|
2019
Q1 | $598K | Buy |
5,685
+1,648
| +41% | +$165K | 0.02% | 250 |
|
|
2018
Q4 | $346K | Buy |
4,037
+22
| +0.5% | +$1.9K | 0.01% | 285 |
|
|
2018
Q3 | $371K | Sell |
4,015
-2,725
| -40% | -$262K | 0.01% | 312 |
|
|
2018
Q2 | $647K | Sell |
6,740
-705
| -9% | -$66.5K | 0.02% | 246 |
|
|
2018
Q1 | $679K | Sell |
7,445
-260
| -3% | -$23.7K | 0.03% | 214 |
|
|
2017
Q4 | $686K | Sell |
7,705
-415
| -5% | -$36.8K | 0.03% | 222 |
|
|
2017
Q3 | $700K | Buy |
8,120
+238
| +3% | +$19.2K | 0.03% | 213 |
|
|
2017
Q2 | $613K | Buy |
7,882
+352
| +5% | +$28K | 0.02% | 231 |
|
|
2017
Q1 | $617K | Buy |
7,530
+5,727
| +318% | +$450K | 0.02% | 238 |
|
|
2016
Q4 | $131K | Buy |
1,803
+30
| +2% | +$2.04K | 0.01% | 445 |
|
|
2016
Q3 | $114K | Hold |
1,773
| – | – | ﹤0.01% | 461 |
|
|
2016
Q2 | $100K | Buy |
1,773
+123
| +7% | +$7.05K | ﹤0.01% | 460 |
|
|
2016
Q1 | $98K | Sell |
1,650
-1,609
| -49% | -$85.9K | ﹤0.01% | 460 |
|
|
2015
Q4 | $180K | Hold |
3,259
| – | – | 0.01% | 387 |
|
|
2015
Q3 | $183K | Hold |
3,259
| – | – | 0.01% | 393 |
|
|
2015
Q2 | $210K | Hold |
3,259
| – | – | 0.01% | 410 |
|
|
2015
Q1 | $206K | Hold |
3,259
| – | – | 0.01% | 410 |
|
|
2014
Q4 | $182K | Sell |
3,259
-250
| -7% | -$12.8K | 0.01% | 375 |
|
|
2014
Q3 | $173K | Sell |
3,509
-296
| -8% | -$15.2K | 0.01% | 421 |
|
|
2014
Q2 | $206K | Hold |
3,805
| – | – | 0.01% | 383 |
|
|
2014
Q1 | $203K | Buy |
3,805
+650
| +21% | +$32.8K | 0.01% | 373 |
|
|
2013
Q4 | $161K | Sell |
3,155
-13,981
| -82% | -$681K | 0.01% | 387 |
|
|
2013
Q3 | $807K | Buy |
17,136
+151
| +0.9% | +$7.22K | 0.05% | 230 |
|
|
2013
Q2 | $765K | Buy |
+16,985
| New | +$765K | 0.04% | 232 |
|
Other funds holding ADI
Evercore Wealth Management's ADI Position: Q2 2026 in Review
Evercore Wealth Management reduced its Analog Devices (ADI) stake by 1.6% in Q2 2026, selling an estimated $33.2K and leaving 5,093 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #170.
Evercore Wealth Management first reported a position in ADI in Q2 2013 and has held it in 53 quarters since. 2,270 funds tracked by Wall St. Rank hold ADI as of Q2 2026.
- Evercore Wealth Management held 5,093 shares of Analog Devices worth $2.02M as of Q2 2026.
- Evercore Wealth Management sold 84 Analog Devices shares in Q2 2026, an estimated $33.2K.
- Analog Devices made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #170 holding.
- Evercore Wealth Management first reported a position in Analog Devices in Q2 2013 and has held it in 53 quarters since.
- 2,270 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.