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Palumbo Wealth Management’s Analog Devices ADI Stock Holding History

Palumbo 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 		$257K Sell
647
-1
-0.2% -$396 0.05% 204
2026
Q1 		$206K Buy
+648
New +$206K 0.05% 204

Other funds holding ADI

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Palumbo Wealth Management reduced its Analog Devices (ADI) stake by 0.15% in Q2 2026, selling an estimated $396 and leaving 647 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #204.

Palumbo Wealth Management first reported a position in ADI in Q1 2026 and has held it in 2 quarters since. 2,265 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Palumbo Wealth Management held 647 shares of Analog Devices worth $257K as of Q2 2026.
  • Palumbo Wealth Management sold 1 Analog Devices share in Q2 2026, an estimated $396.
  • Analog Devices made up 0.05% of Palumbo Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Palumbo Wealth Management first reported a position in Analog Devices in Q1 2026 and has held it in 2 quarters since.
  • 2,265 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.