Independence Wealth Advisors (Ohio)’s Analog Devices ADI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$439K Buy
1,106
+140
+14% +$55.4K 0.22% 50
2026
Q1
$307K Buy
+966
New +$307K 0.16% 61

Other funds holding ADI

Independence Wealth Advisors (Ohio)'s ADI Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Analog Devices (ADI) stake by 14% in Q2 2026, buying an estimated $55.4K and bringing the position to 1,106 shares worth $439K. The position accounts for 0.22% of the portfolio, ranked #50.

Independence Wealth Advisors (Ohio) first reported a position in ADI in Q1 2026 and has held it in 2 quarters since. 2,264 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 1,106 shares of Analog Devices worth $439K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 140 Analog Devices shares in Q2 2026, an estimated $55.4K.
  • Analog Devices made up 0.22% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #50 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Analog Devices in Q1 2026 and has held it in 2 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.