Mount Yale Investment Advisors’s Analog Devices ADI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.02M | Buy |
25,224
+15,945
| +172% | +$5.07M | 0.19% | 120 |
|
|
2025
Q4 | $2.52M | Sell |
9,279
-2,554
| -22% | -$642K | 0.12% | 165 |
|
|
2025
Q3 | $2.91M | Buy |
11,833
+878
| +8% | +$211K | 0.2% | 116 |
|
|
2025
Q2 | $2.61M | Sell |
10,955
-214
| -2% | -$44.6K | 0.2% | 101 |
|
|
2025
Q1 | $2.25M | Buy |
11,169
+1
| +0% | +$216 | 0.19% | 110 |
|
|
2024
Q4 | $2.37M | Sell |
11,168
-429
| -4% | -$94.8K | 0.19% | 103 |
|
|
2024
Q3 | $2.67M | Sell |
11,597
-497
| -4% | -$112K | 0.26% | 91 |
|
|
2024
Q2 | $2.76M | Buy |
12,094
+1,139
| +10% | +$243K | 0.22% | 94 |
|
|
2024
Q1 | $2.17M | Buy |
10,955
+111
| +1% | +$21.3K | 0.17% | 123 |
|
|
2023
Q4 | $2.15M | Sell |
10,844
-2,362
| -18% | -$422K | 0.2% | 113 |
|
|
2023
Q3 | $2.31M | Sell |
13,206
-158
| -1% | -$29.1K | 0.25% | 93 |
|
|
2023
Q2 | $2.6M | Sell |
13,364
-1,033
| -7% | -$191K | 0.28% | 84 |
|
|
2023
Q1 | $2.84M | Sell |
14,397
-125
| -0.9% | -$22.4K | 0.32% | 74 |
|
|
2022
Q4 | $2.38M | Buy |
14,522
+179
| +1% | +$27.9K | 0.27% | 92 |
|
|
2022
Q3 | $2M | Buy |
14,343
+1,391
| +11% | +$220K | 0.27% | 90 |
|
|
2022
Q2 | $1.89M | Buy |
12,952
+249
| +2% | +$39.2K | 0.24% | 97 |
|
|
2022
Q1 | $2.1M | Buy |
12,703
+706
| +6% | +$114K | 0.23% | 108 |
|
|
2021
Q4 | $2.11M | Buy |
11,997
+322
| +3% | +$57.1K | 0.22% | 109 |
|
|
2021
Q3 | $1.96M | Buy |
11,675
+3,096
| +36% | +$519K | 0.22% | 108 |
|
|
2021
Q2 | $1.48M | Buy |
8,579
+40
| +0.5% | +$6.41K | 0.18% | 126 |
|
|
2021
Q1 | $1.32M | Buy |
8,539
+378
| +5% | +$58.1K | 0.17% | 124 |
|
|
2020
Q4 | $1.21M | Buy |
8,161
+407
| +5% | +$54K | 0.17% | 135 |
|
|
2020
Q3 | $905K | Buy |
7,754
+951
| +14% | +$111K | 0.13% | 161 |
|
|
2020
Q2 | $834K | Buy |
6,803
+424
| +7% | +$46.6K | 0.15% | 148 |
|
|
2020
Q1 | $572K | Buy |
6,379
+886
| +16% | +$96.9K | 0.13% | 152 |
|
|
2019
Q4 | $603K | Sell |
5,493
-68
| -1% | -$7.66K | 0.1% | 164 |
|
|
2019
Q3 | $630K | Sell |
5,561
-62
| -1% | -$7.02K | 0.11% | 156 |
|
|
2019
Q2 | $618K | Sell |
5,623
-1,019
| -15% | -$110K | 0.11% | 149 |
|
|
2019
Q1 | $699K | Sell |
6,642
-257
| -4% | -$25.8K | 0.13% | 133 |
|
|
2018
Q4 | $702K | Sell |
6,899
-703
| -9% | -$60.8K | 0.14% | 137 |
|
|
2018
Q3 | $671K | Sell |
7,602
-97
| -1% | -$9.32K | 0.12% | 141 |
|
|
2018
Q2 | $738K | Sell |
7,699
-113
| -1% | -$10.7K | 0.14% | 133 |
|
|
2018
Q1 | $712K | Buy |
+7,812
| New | +$711K | 0.15% | 127 |
|
Other funds holding ADI
VCM
VPM
Mount Yale Investment Advisors's ADI Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Analog Devices (ADI) stake by 172% in Q1 2026, buying an estimated $5.07M and bringing the position to 25,224 shares worth $8.02M. The position accounts for 0.19% of the portfolio, ranked #120.
Mount Yale Investment Advisors first reported a position in ADI in Q1 2018 and has held it in 33 quarters since. 2,110 funds tracked by Wall St. Rank hold ADI as of Q1 2026.
- Mount Yale Investment Advisors held 25,224 shares of Analog Devices worth $8.02M as of Q1 2026.
- Mount Yale Investment Advisors bought 15,945 Analog Devices shares in Q1 2026, an estimated $5.07M.
- Analog Devices made up 0.19% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #120 holding.
- Mount Yale Investment Advisors first reported a position in Analog Devices in Q1 2018 and has held it in 33 quarters since.
- 2,110 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.