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Litman Gregory Wealth Management’s Analog Devices ADI Stock Holding History

Litman Gregory 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
Q4 		$146K Buy
+539
New +$135K 0.01% 160
2019
Q4 		– Sell
-478
Closed -$53K – 207
2019
Q3 		$53K Sell
478
-478
-50% -$54.1K 0.01% 76
2019
Q2 		$108K Buy
+956
New +$104K 0.03% 60

Other funds holding ADI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Litman Gregory Wealth Management's ADI Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Analog Devices (ADI) in Q4 2025: 539 shares worth $146K. The stake represents 0.01% of the portfolio and ranks #160 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in ADI as recently as Q3 2019.

Litman Gregory Wealth Management first reported a position in ADI in Q2 2019 and has held it in 3 quarters since. 1,971 funds tracked by Wall St. Rank hold ADI as of Q4 2025.

  • Litman Gregory Wealth Management held 539 shares of Analog Devices worth $146K as of Q4 2025.
  • Analog Devices was a new Litman Gregory Wealth Management position in Q4 2025.
  • Analog Devices made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #160 holding.
  • Litman Gregory Wealth Management first reported a position in Analog Devices in Q2 2019 and has held it in 3 quarters since.
  • 1,971 funds tracked by Wall St. Rank held Analog Devices as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.