Evernest Financial Advisors’s Analog Devices ADI Stock Holding History

Evernest Financial Advisors’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	$960K	Sell	2,417 -65	-3%	-$25.7K	0.2%	78
2026 Q1	$974K	Sell	2,482 -403	-14%	-$128K	0.2%	75
2025 Q4	$932K	Sell	2,885 -323	-10%	-$81.2K	0.2%	80
2025 Q3	$788K	Hold	3,208	–	–	0.22%	90
2025 Q2	$764K	Buy	3,208 +146	+5%	+$30.4K	0.25%	82
2025 Q1	$617K	Sell	3,062 -283	-8%	-$61.2K	0.22%	93
2024 Q4	$711K	Sell	3,345 -76	-2%	-$16.8K	0.18%	89
2024 Q3	$787K	Sell	3,421 -1,259	-27%	-$284K	0.21%	77
2024 Q2	$1.07M	Sell	4,680 -1	-0%	-$213	0.48%	47
2024 Q1	$858K	Sell	4,681 -2,831	-38%	-$544K	0.41%	54
2023 Q4	$1.49M	Buy	+7,512	New	+$1.34M	0.76%	33
2021 Q4	$987K	Buy	+5,062	New	+$897K	0.51%	42

Other funds holding ADI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evernest Financial Advisors's ADI Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Analog Devices (ADI) stake by 2.6% in Q2 2026, selling an estimated $25.7K and leaving 2,417 shares worth $960K. The position accounts for 0.2% of the portfolio, ranked #78.

Evernest Financial Advisors first reported a position in ADI in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.49M in Q4 2023. 2,270 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

Evernest Financial Advisors held 2,417 shares of Analog Devices worth $960K as of Q2 2026.
Evernest Financial Advisors sold 65 Analog Devices shares in Q2 2026, an estimated $25.7K.
Analog Devices made up 0.2% of Evernest Financial Advisors's portfolio in Q2 2026, its #78 holding.
Evernest Financial Advisors first reported a position in Analog Devices in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Analog Devices position peaked at $1.49M in Q4 2023.
2,270 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.