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Guardian Wealth Advisors (North Carolina)’s Analog Devices ADI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$259K Sell
652
-144
-18% -$57K 0.01% 337
2026
Q1 		$253K Sell
796
-42
-5% -$13.4K 0.02% 307
2025
Q4 		$227K Buy
838
+18
+2% +$4.52K 0.01% 343
2025
Q3 		$201K Buy
+820
New +$197K 0.01% 349

Other funds holding ADI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ADI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Analog Devices (ADI) stake by 18% in Q2 2026, selling an estimated $57K and leaving 652 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #337.

Guardian Wealth Advisors (North Carolina) first reported a position in ADI in Q3 2025 and has held it in 4 quarters since. 2,270 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 652 shares of Analog Devices worth $259K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 144 Analog Devices shares in Q2 2026, an estimated $57K.
  • Analog Devices made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #337 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Analog Devices in Q3 2025 and has held it in 4 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.