Iron Horse Wealth Management’s Analog Devices ADI Stock Holding History

Iron Horse 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
2025 Q2	$14.3K	Sell	60 -2	-3%	-$416	﹤0.01%	239
2025 Q1	$12.5K	Buy	62 +50	+417%	+$10.8K	﹤0.01%	244
2024 Q4	$2.55K	Hold	12	–	–	﹤0.01%	362
2024 Q3	$2.76K	Hold	12	–	–	﹤0.01%	349
2024 Q2	$2.74K	Hold	12	–	–	﹤0.01%	332
2024 Q1	$2.37K	Hold	12	–	–	﹤0.01%	330
2023 Q4	$2.38K	Hold	12	–	–	﹤0.01%	349
2023 Q3	$2.1K	Hold	12	–	–	﹤0.01%	354
2023 Q2	$2.34K	Hold	12	–	–	﹤0.01%	216
2023 Q1	$2.37K	Buy	+12	New	+$2.15K	﹤0.01%	237

Other funds holding ADI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Iron Horse Wealth Management's ADI Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Analog Devices (ADI) stake by 3.2% in Q2 2025, selling an estimated $416 and leaving 60 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Iron Horse Wealth Management first reported a position in ADI in Q1 2023 and has held it in 10 quarters since. 1,779 funds tracked by Wall St. Rank hold ADI as of Q2 2025.

Iron Horse Wealth Management held 60 shares of Analog Devices worth $14.3K as of Q2 2025.
Iron Horse Wealth Management sold 2 Analog Devices shares in Q2 2025, an estimated $416.
Analog Devices made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #239 holding.
Iron Horse Wealth Management first reported a position in Analog Devices in Q1 2023 and has held it in 10 quarters since.
1,779 funds tracked by Wall St. Rank held Analog Devices as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.