IAA
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Independent Advisor Alliance’s Analog Devices ADI Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-2
Closed -$2K – 592
2020
Q4 		$2K Buy
+2
New +$265 ﹤0.01% 562

Other funds holding ADI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's ADI Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Analog Devices (ADI) stake by 0.25% in Q1 2026, selling an estimated $22K and leaving 27,448 shares worth $8.73M. The position accounts for 0.09% of the portfolio, ranked #196.

Independent Advisor Alliance first reported a position in ADI in Q2 2019 and has held it in 28 quarters since. 2,108 funds tracked by Wall St. Rank hold ADI as of Q1 2026.

  • Independent Advisor Alliance held 27,448 shares of Analog Devices worth $8.73M as of Q1 2026.
  • Independent Advisor Alliance sold 69 Analog Devices shares in Q1 2026, an estimated $22K.
  • Analog Devices made up 0.09% of Independent Advisor Alliance's portfolio in Q1 2026, its #196 holding.
  • Independent Advisor Alliance first reported a position in Analog Devices in Q2 2019 and has held it in 28 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.