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Legacy Financial Advisors’s Analog Devices ADI Stock Holding History

Legacy Financial Advisors’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 		$1.65M Buy
4,155
+186
+5% +$73.6K 0.2% 87
2026
Q1 		$1.26M Buy
3,969
+502
+14% +$160K 0.18% 101
2025
Q4 		$940K Sell
3,467
-326
-9% -$81.9K 0.13% 135
2025
Q3 		$932K Buy
3,793
+40
+1% +$9.62K 0.13% 134
2025
Q2 		$893K Sell
3,753
-465
-11% -$96.8K 0.14% 124
2025
Q1 		$851K Buy
4,218
+392
+10% +$84.7K 0.14% 120
2024
Q4 		$813K Buy
3,826
+243
+7% +$53.7K 0.13% 124
2024
Q3 		$825K Buy
3,583
+101
+3% +$22.8K 0.14% 121
2024
Q2 		$795K Buy
3,482
+48
+1% +$10.2K 0.14% 116
2024
Q1 		$679K Buy
3,434
+97
+3% +$18.7K 0.12% 141
2023
Q4 		$663K Buy
3,337
+241
+8% +$43K 0.13% 125
2023
Q3 		$542K Sell
3,096
-164
-5% -$30.2K 0.11% 126
2023
Q2 		$635K Sell
3,260
-87
-3% -$16.1K 0.12% 102
2023
Q1 		$660K Buy
3,347
+88
+3% +$15.8K 0.13% 91
2022
Q4 		$535K Buy
3,259
+836
+35% +$130K 0.12% 110
2022
Q3 		$338K Buy
2,423
+234
+11% +$37K 0.08% 145
2022
Q2 		$320K Buy
2,189
+798
+57% +$126K 0.08% 140
2022
Q1 		$230K Buy
1,391
+79
+6% +$12.8K 0.05% 207
2021
Q4 		$231K Buy
+1,312
New +$232K 0.05% 183
2019
Q2 		– Sell
-332
Closed -$35K – 128
2019
Q1 		$35K Buy
332
+36
+12% +$3.61K 0.01% 335
2018
Q4 		$25K Buy
296
+293
+9,767% +$25.3K 0.01% 360
2018
Q3 		$0 Hold
3
– – ﹤0.01% 878
2018
Q2 		$0 Hold
3
– – ﹤0.01% 924
2018
Q1 		$0 Hold
3
– – ﹤0.01% 808
2017
Q4 		$0 Buy
+3
New +$266 ﹤0.01% 809

Other funds holding ADI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Advisors's ADI Position: Q2 2026 in Review

Legacy Financial Advisors increased its Analog Devices (ADI) stake by 4.7% in Q2 2026, buying an estimated $73.6K and bringing the position to 4,155 shares worth $1.65M. The position accounts for 0.2% of the portfolio, ranked #87.

Legacy Financial Advisors first reported a position in ADI in Q4 2017 and has held it in 25 quarters since. 2,270 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Legacy Financial Advisors held 4,155 shares of Analog Devices worth $1.65M as of Q2 2026.
  • Legacy Financial Advisors bought 186 Analog Devices shares in Q2 2026, an estimated $73.6K.
  • Analog Devices made up 0.2% of Legacy Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Legacy Financial Advisors first reported a position in Analog Devices in Q4 2017 and has held it in 25 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.