Golden State Wealth Management’s Analog Devices ADI Stock Holding History

Golden State Wealth Management’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	$138K	Buy	346 +42	+14%	+$16.6K	0.01%	492
2026 Q1	$97K	Buy	304 +1	+0.3%	+$318	0.01%	527
2025 Q4	$82.4K	Buy	303 +41	+16%	+$10.3K	0.01%	570
2025 Q3	$64.4K	Hold	262	–	–	0.01%	611
2025 Q2	$62.4K	Sell	262 -7	-3%	-$1.46K	0.01%	598
2025 Q1	$54.3K	Sell	269 -18	-6%	-$3.89K	0.01%	574
2024 Q4	$61K	Buy	+287	New	+$63.4K	0.01%	545
2020 Q2	–	Sell	-9	Closed	-$1K	–	277
2020 Q1	$1K	Buy	+9	New	+$984	﹤0.01%	894
2019 Q4	–	Sell	-9	Closed	-$1K	–	71
2019 Q3	$1K	Sell	9 -71	-89%	-$8.04K	﹤0.01%	1003
2019 Q2	$9K	Hold	80	–	–	﹤0.01%	761
2019 Q1	$8K	Buy	+80	New	+$8.03K	﹤0.01%	806

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

Golden State Wealth Management's ADI Position: Q2 2026 in Review

Golden State Wealth Management increased its Analog Devices (ADI) stake by 14% in Q2 2026, buying an estimated $16.6K and bringing the position to 346 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #492.

Golden State Wealth Management first reported a position in ADI in Q1 2019 and has held it in 11 quarters since. 2,274 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

Golden State Wealth Management held 346 shares of Analog Devices worth $138K as of Q2 2026.
Golden State Wealth Management bought 42 Analog Devices shares in Q2 2026, an estimated $16.6K.
Analog Devices made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #492 holding.
Golden State Wealth Management first reported a position in Analog Devices in Q1 2019 and has held it in 11 quarters since.
2,274 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.