MWM
ADI icon

Mosley Wealth Management’s Analog Devices ADI Stock Holding History

Mosley 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
Q2 		$1.59K Sell
4
-69
-95% -$27.3K ﹤0.01% 519
2026
Q1 		$17.9K Buy
+73
New +$23.2K 0.01% 262

Other funds holding ADI

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mosley Wealth Management's ADI Position: Q2 2026 in Review

Mosley Wealth Management reduced its Analog Devices (ADI) stake by 95% in Q2 2026, selling an estimated $27.3K and leaving 4 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Mosley Wealth Management first reported a position in ADI in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.9K in Q1 2026. 1,373 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Mosley Wealth Management held 4 shares of Analog Devices worth $1.59K as of Q2 2026.
  • Mosley Wealth Management sold 69 Analog Devices shares in Q2 2026, an estimated $27.3K.
  • Analog Devices made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #519 holding.
  • Mosley Wealth Management first reported a position in Analog Devices in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Analog Devices position peaked at $17.9K in Q1 2026.
  • 1,373 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.