Polaris Financial Partners’s Analog Devices ADI Stock Holding History

Polaris Financial Partners’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 Q3	$102K	Buy	+257	New	+$96.8K	0.05%	131

Other funds holding ADI

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Polaris Financial Partners's ADI Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Analog Devices (ADI) in Q3 2026: 257 shares worth $102K. The stake represents 0.05% of the portfolio and ranks #131 among its holdings.

15 funds tracked by Wall St. Rank hold ADI as of Q3 2026.

Polaris Financial Partners held 257 shares of Analog Devices worth $102K as of Q3 2026.
Analog Devices was a new Polaris Financial Partners position in Q3 2026.
Analog Devices made up 0.05% of Polaris Financial Partners's portfolio in Q3 2026, its #131 holding.
15 funds tracked by Wall St. Rank held Analog Devices as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.