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Physician Wealth Advisors’s Analog Devices ADI Stock Holding History

Physician 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
Q2 		$124K Buy
312
+13
+4% +$5.14K 0.01% 285
2026
Q1 		$95K Buy
299
+9
+3% +$2.86K 0.01% 290
2025
Q4 		$78.7K Buy
290
+10
+4% +$2.51K 0.01% 309
2025
Q3 		$68.8K Buy
280
+96
+52% +$23.1K 0.01% 319
2025
Q2 		$43.8K Sell
184
-45
-20% -$9.37K 0.01% 370
2025
Q1 		$46.1K Buy
229
+3
+1% +$648 0.01% 348
2024
Q4 		$48.1K Buy
+226
New +$50K 0.01% 351

Other funds holding ADI

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
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

Physician Wealth Advisors's ADI Position: Q2 2026 in Review

Physician Wealth Advisors increased its Analog Devices (ADI) stake by 4.3% in Q2 2026, buying an estimated $5.14K and bringing the position to 312 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #285.

Physician Wealth Advisors first reported a position in ADI in Q4 2024 and has held it in 7 quarters since. 1,045 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Physician Wealth Advisors held 312 shares of Analog Devices worth $124K as of Q2 2026.
  • Physician Wealth Advisors bought 13 Analog Devices shares in Q2 2026, an estimated $5.14K.
  • Analog Devices made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #285 holding.
  • Physician Wealth Advisors first reported a position in Analog Devices in Q4 2024 and has held it in 7 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.