Pacific Capital Wealth Advisors’s Analog Devices ADI Stock Holding History

Pacific Capital 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 Q1	–	Sell	-242	Closed	-$51.4K	–	89
2024 Q4	$51.4K	Sell	242 -95	-28%	-$21K	0.01%	148
2024 Q3	$77.6K	Buy	337 +14	+4%	+$3.15K	0.01%	124
2024 Q2	$73.7K	Buy	323 +58	+22%	+$12.4K	0.01%	124
2024 Q1	$52.4K	Buy	265 +23	+10%	+$4.42K	0.01%	130
2023 Q4	$48.1K	Buy	+242	New	+$43.2K	0.01%	137

Other funds holding ADI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pacific Capital Wealth Advisors's ADI Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Analog Devices (ADI) in Q1 2025, closing a stake of 242 shares — an estimated $51.4K sold.

Pacific Capital Wealth Advisors first reported a position in ADI in Q4 2023 and held it in 5 quarters. The position peaked at $77.6K in Q3 2024. 1,744 funds tracked by Wall St. Rank hold ADI as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Analog Devices position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 242 Analog Devices shares in Q1 2025, an estimated $51.4K.
Pacific Capital Wealth Advisors first reported a position in Analog Devices in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Analog Devices position peaked at $77.6K in Q3 2024.
1,744 funds tracked by Wall St. Rank held Analog Devices as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.