MWM
ADI icon

Maridea Wealth Management’s Analog Devices ADI Stock Holding History

Maridea 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
Q1 		$291K Buy
+913
New +$290K 0.04% 356
2025
Q4 		– Sell
-1,390
Closed -$342K – 404
2025
Q3 		$342K Buy
+1,390
New +$334K 0.05% 306

Other funds holding ADI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maridea Wealth Management's ADI Position: Q1 2026 in Review

Maridea Wealth Management opened a new position in Analog Devices (ADI) in Q1 2026: 913 shares worth $291K. The stake represents 0.04% of the portfolio and ranks #356 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in ADI as recently as Q3 2025.

Maridea Wealth Management first reported a position in ADI in Q3 2025 and has held it in 2 quarters since. The position peaked at $342K in Q3 2025. 2,110 funds tracked by Wall St. Rank hold ADI as of Q1 2026.

  • Maridea Wealth Management held 913 shares of Analog Devices worth $291K as of Q1 2026.
  • Analog Devices was a new Maridea Wealth Management position in Q1 2026.
  • Analog Devices made up 0.04% of Maridea Wealth Management's portfolio in Q1 2026, its #356 holding.
  • Maridea Wealth Management first reported a position in Analog Devices in Q3 2025 and has held it in 2 quarters since.
  • Maridea Wealth Management's Analog Devices position peaked at $342K in Q3 2025.
  • 2,110 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.