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ORBA Wealth Advisors’s Analog Devices ADI Stock Holding History

ORBA Wealth Advisors’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
Q2 		– Sell
-1,638
Closed -$330K – 74
2025
Q1 		$330K Hold
1,638
– – 0.17% 82
2024
Q4 		$348K Hold
1,638
– – 0.18% 76
2024
Q3 		$377K Hold
1,638
– – 0.19% 77
2024
Q2 		$374K Buy
1,638
+64
+4% +$13.7K 0.19% 75
2024
Q1 		$311K Hold
1,574
– – 0.17% 77
2023
Q4 		$313K Buy
+1,574
New +$281K 0.19% 75

Other funds holding ADI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ORBA Wealth Advisors's ADI Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of Analog Devices (ADI) in Q2 2025, closing a stake of 1,638 shares — an estimated $330K sold.

ORBA Wealth Advisors first reported a position in ADI in Q4 2023 and held it in 6 quarters. The position peaked at $377K in Q3 2024. 1,779 funds tracked by Wall St. Rank hold ADI as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining Analog Devices position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 1,638 Analog Devices shares in Q2 2025, an estimated $330K.
  • ORBA Wealth Advisors first reported a position in Analog Devices in Q4 2023 and held it in 6 quarters.
  • ORBA Wealth Advisors's Analog Devices position peaked at $377K in Q3 2024.
  • 1,779 funds tracked by Wall St. Rank held Analog Devices as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.