Outlook Wealth Advisors’s Analog Devices ADI Stock Holding History

Outlook 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
2026 Q1	–	Sell	-2,999	Closed	-$813K	–	311
2025 Q4	$813K	Buy	2,999 +59	+2%	+$14.8K	0.18%	106
2025 Q3	$722K	Buy	+2,940	New	+$707K	0.18%	116
2023 Q3	–	Sell	-4,456	Closed	-$868K	–	200
2023 Q2	$868K	Buy	4,456 +344	+8%	+$63.7K	0.33%	73
2023 Q1	$811K	Buy	4,112 +35	+0.9%	+$6.28K	0.36%	67
2022 Q4	$669K	Sell	4,077 -40	-1%	-$6.24K	0.32%	82
2022 Q3	$573K	Sell	4,117 -13	-0.3%	-$2.06K	0.26%	95
2022 Q2	$603K	Buy	4,130 +87	+2%	+$13.7K	0.25%	109
2022 Q1	$667K	Buy	+4,043	New	+$655K	0.22%	113

Other funds holding ADI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Outlook Wealth Advisors's ADI Position: Q1 2026 in Review

Outlook Wealth Advisors sold out of Analog Devices (ADI) in Q1 2026, closing a stake of 2,999 shares — an estimated $813K sold.

Outlook Wealth Advisors first reported a position in ADI in Q1 2022 and held it in 8 quarters. The position peaked at $868K in Q2 2023. 2,116 funds tracked by Wall St. Rank hold ADI as of Q1 2026.

Outlook Wealth Advisors reported no remaining Analog Devices position as of Q1 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 2,999 Analog Devices shares in Q1 2026, an estimated $813K.
Outlook Wealth Advisors first reported a position in Analog Devices in Q1 2022 and held it in 8 quarters.
Outlook Wealth Advisors's Analog Devices position peaked at $868K in Q2 2023.
2,116 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.