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Liberty Square Wealth Partners’s Analog Devices ADI Stock Holding History

Liberty Square Wealth Partners’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 		$615K Sell
1,548
-228
-13% -$90.2K 0.15% 65
2026
Q1 		$565K Buy
1,776
+51
+3% +$16.2K 0.16% 69
2025
Q4 		$468K Hold
1,725
– – 0.13% 78
2025
Q3 		$424K Hold
1,725
– – 0.13% 90
2025
Q2 		$411K Buy
+1,725
New +$359K 0.14% 85

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

Liberty Square Wealth Partners's ADI Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Analog Devices (ADI) stake by 13% in Q2 2026, selling an estimated $90.2K and leaving 1,548 shares worth $615K. The position accounts for 0.15% of the portfolio, ranked #65.

Liberty Square Wealth Partners first reported a position in ADI in Q2 2025 and has held it in 5 quarters since. 2,270 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Liberty Square Wealth Partners held 1,548 shares of Analog Devices worth $615K as of Q2 2026.
  • Liberty Square Wealth Partners sold 228 Analog Devices shares in Q2 2026, an estimated $90.2K.
  • Analog Devices made up 0.15% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Liberty Square Wealth Partners first reported a position in Analog Devices in Q2 2025 and has held it in 5 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.