Institute for Wealth Management’s Analog Devices ADI Stock Holding History

Institute for 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	$167K	Buy	+419	New	+$166K	0.01%	559

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

Institute for Wealth Management's ADI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Analog Devices (ADI) in Q2 2026: 419 shares worth $167K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings.

2,264 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

Institute for Wealth Management held 419 shares of Analog Devices worth $167K as of Q2 2026.
Analog Devices was a new Institute for Wealth Management position in Q2 2026.
Analog Devices made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #559 holding.
2,264 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.