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Personal CFO Solutions’s Analog Devices ADI Stock Holding History

Personal CFO Solutions’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 		$893K Buy
2,248
+23
+1% +$9.1K 0.13% 142
2026
Q1 		$708K Sell
2,225
-128
-5% -$40.7K 0.1% 184
2025
Q4 		$638K Buy
2,353
+41
+2% +$10.3K 0.1% 191
2025
Q3 		$568K Buy
2,312
+90
+4% +$21.6K 0.1% 211
2025
Q2 		$529K Sell
2,222
-326
-13% -$67.9K 0.1% 208
2025
Q1 		$514K Buy
2,548
+77
+3% +$16.6K 0.1% 210
2024
Q4 		$525K Buy
2,471
+23
+0.9% +$5.08K 0.1% 195
2024
Q3 		$563K Sell
2,448
-88
-3% -$19.8K 0.08% 235
2024
Q2 		$579K Sell
2,536
-56
-2% -$11.9K 0.09% 222
2024
Q1 		$513K Buy
2,592
+30
+1% +$5.77K 0.08% 243
2023
Q4 		$509K Sell
2,562
-92
-3% -$16.4K 0.09% 221
2023
Q3 		$465K Sell
2,654
-1,038
-28% -$191K 0.09% 210
2023
Q2 		$719K Buy
3,692
+33
+0.9% +$6.11K 0.15% 140
2023
Q1 		$722K Buy
3,659
+1,120
+44% +$201K 0.15% 132
2022
Q4 		$417K Buy
2,539
+62
+3% +$9.68K 0.09% 216
2022
Q3 		$345K Buy
2,477
+19
+0.8% +$3K 0.09% 224
2022
Q2 		$359K Buy
2,458
+141
+6% +$22.2K 0.08% 225
2022
Q1 		$383K Buy
2,317
+114
+5% +$18.5K 0.08% 249
2021
Q4 		$387K Buy
2,203
+77
+4% +$13.6K 0.07% 255
2021
Q3 		$356K Buy
2,126
+150
+8% +$25.2K 0.07% 247
2021
Q2 		$340K Buy
1,976
+160
+9% +$25.6K 0.07% 256
2021
Q1 		$282K Buy
1,816
+76
+4% +$11.7K 0.06% 278
2020
Q4 		$257K Buy
+1,740
New +$231K 0.06% 283

Other funds holding ADI

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

Personal CFO Solutions's ADI Position: Q2 2026 in Review

Personal CFO Solutions increased its Analog Devices (ADI) stake by 1% in Q2 2026, buying an estimated $9.1K and bringing the position to 2,248 shares worth $893K. The position accounts for 0.13% of the portfolio, ranked #142.

Personal CFO Solutions first reported a position in ADI in Q4 2020 and has held it in 23 quarters since. 2,270 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Personal CFO Solutions held 2,248 shares of Analog Devices worth $893K as of Q2 2026.
  • Personal CFO Solutions bought 23 Analog Devices shares in Q2 2026, an estimated $9.1K.
  • Analog Devices made up 0.13% of Personal CFO Solutions's portfolio in Q2 2026, its #142 holding.
  • Personal CFO Solutions first reported a position in Analog Devices in Q4 2020 and has held it in 23 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.