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Meriwether Wealth & Planning’s Analog Devices ADI Stock Holding History

Meriwether Wealth & Planning’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 		$1.03M Sell
2,601
-334
-11% -$132K 0.51% 34
2026
Q1 		$934K Sell
2,935
-796
-21% -$253K 0.51% 38
2025
Q4 		$1.01M Sell
3,731
-331
-8% -$83.2K 0.57% 35
2025
Q3 		$998K Buy
4,062
+70
+2% +$16.8K 0.58% 32
2025
Q2 		$950K Sell
3,992
-112
-3% -$23.3K 0.6% 31
2025
Q1 		$828K Buy
4,104
+586
+17% +$127K 0.54% 43
2024
Q4 		$747K Buy
+3,518
New +$778K 0.53% 43

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

Meriwether Wealth & Planning's ADI Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Analog Devices (ADI) stake by 11% in Q2 2026, selling an estimated $132K and leaving 2,601 shares worth $1.03M. The position accounts for 0.51% of the portfolio, ranked #34.

Meriwether Wealth & Planning first reported a position in ADI in Q4 2024 and has held it in 7 quarters since. 2,270 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Meriwether Wealth & Planning held 2,601 shares of Analog Devices worth $1.03M as of Q2 2026.
  • Meriwether Wealth & Planning sold 334 Analog Devices shares in Q2 2026, an estimated $132K.
  • Analog Devices made up 0.51% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #34 holding.
  • Meriwether Wealth & Planning first reported a position in Analog Devices in Q4 2024 and has held it in 7 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.