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Evolve Private Wealth’s Adeia ADEA Stock Holding History

Evolve Private Wealth’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.7M Buy
51,636
+1,778
+4% +$52.5K 0.1% 175
2026
Q1 		$1.2M Buy
49,858
+2,360
+5% +$47.8K 0.06% 283
2025
Q4 		$819K Buy
+47,498
New +$704K 0.05% 356

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evolve Private Wealth's ADEA Position: Q2 2026 in Review

Evolve Private Wealth increased its Adeia (ADEA) stake by 3.6% in Q2 2026, buying an estimated $52.5K and bringing the position to 51,636 shares worth $1.7M. The position accounts for 0.1% of the portfolio, ranked #175.

Evolve Private Wealth first reported a position in ADEA in Q4 2025 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold ADEA as of Q2 2026.

  • Evolve Private Wealth held 51,636 shares of Adeia worth $1.7M as of Q2 2026.
  • Evolve Private Wealth bought 1,778 Adeia shares in Q2 2026, an estimated $52.5K.
  • Adeia made up 0.1% of Evolve Private Wealth's portfolio in Q2 2026, its #175 holding.
  • Evolve Private Wealth first reported a position in Adeia in Q4 2025 and has held it in 3 quarters since.
  • 304 funds tracked by Wall St. Rank held Adeia as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.