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Iams Wealth Management’s Analog Devices ADI Stock Holding History

Iams 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
2023
Q3 		– Sell
-10,408
Closed -$1.97M – 117
2023
Q2 		$1.97M Buy
+10,408
New +$1.93M 0.72% 51

Other funds holding ADI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Iams Wealth Management's ADI Position: Q2 2026 in Review

Iams Wealth Management increased its Analog Devices (ADI) stake by 29% in Q2 2026, buying an estimated $417K and bringing the position to 4,681 shares worth $1.86M. The position accounts for 0.56% of the portfolio, ranked #56.

Iams Wealth Management first reported a position in ADI in Q4 2022 and has held it in 14 quarters since. 887 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Iams Wealth Management held 4,681 shares of Analog Devices worth $1.86M as of Q2 2026.
  • Iams Wealth Management bought 1,054 Analog Devices shares in Q2 2026, an estimated $417K.
  • Analog Devices made up 0.56% of Iams Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Iams Wealth Management first reported a position in Analog Devices in Q4 2022 and has held it in 14 quarters since.
  • 887 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.