Peterson Wealth Services’s Analog Devices ADI Stock Holding History

Peterson Wealth Services’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	$3.58M	Hold	9,024	–	–	0.78%	38
2026 Q1	$2.87M	Sell	9,024 -115	-1%	-$36.6K	0.71%	41
2025 Q4	$2.48M	Sell	9,139 -85,468	-90%	-$21.5M	0.63%	42
2025 Q3	$2.29M	Buy	94,607 +85,190	+905%	+$20.5M	0.57%	41
2025 Q2	$2.24M	Buy	9,417 +250	+3%	+$52.1K	0.61%	43
2025 Q1	$1.85M	Buy	9,167 +1,032	+13%	+$223K	0.57%	48
2024 Q4	$1.73M	Buy	8,135 +313	+4%	+$69.2K	0.52%	49
2024 Q3	$1.8M	Buy	+7,822	New	+$1.76M	0.58%	47

Other funds holding ADI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Peterson Wealth Services's ADI Position: Q2 2026 in Review

Peterson Wealth Services held its Analog Devices (ADI) position steady in Q2 2026 at 9,024 shares worth $3.58M. The position accounts for 0.78% of the portfolio, ranked #38.

Peterson Wealth Services first reported a position in ADI in Q3 2024 and has held it in 8 quarters since. 989 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

Peterson Wealth Services held 9,024 shares of Analog Devices worth $3.58M as of Q2 2026.
Peterson Wealth Services left its Analog Devices share count unchanged in Q2 2026.
Analog Devices made up 0.78% of Peterson Wealth Services's portfolio in Q2 2026, its #38 holding.
Peterson Wealth Services first reported a position in Analog Devices in Q3 2024 and has held it in 8 quarters since.
989 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.