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Principia Wealth Advisory’s Analog Devices ADI Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$5.7K Buy
21
+2
+11% +$502 ﹤0.01% 252
2025
Q3 		$4.67K Buy
19
+6
+46% +$1.44K ﹤0.01% 279
2025
Q2 		$3.09K Sell
13
-16
-55% -$3.33K ﹤0.01% 304
2025
Q1 		$5.7K Buy
29
+20
+222% +$4.32K 0.01% 168
2024
Q4 		$1.91K Buy
+9
New +$1.99K ﹤0.01% 252

Other funds holding ADI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principia Wealth Advisory's ADI Position: Q4 2025 in Review

Principia Wealth Advisory increased its Analog Devices (ADI) stake by 11% in Q4 2025, buying an estimated $502 and bringing the position to 21 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Principia Wealth Advisory first reported a position in ADI in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.7K in Q1 2025. 1,971 funds tracked by Wall St. Rank hold ADI as of Q4 2025.

  • Principia Wealth Advisory held 21 shares of Analog Devices worth $5.7K as of Q4 2025.
  • Principia Wealth Advisory bought 2 Analog Devices shares in Q4 2025, an estimated $502.
  • Analog Devices made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #252 holding.
  • Principia Wealth Advisory first reported a position in Analog Devices in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Analog Devices position peaked at $5.7K in Q1 2025.
  • 1,971 funds tracked by Wall St. Rank held Analog Devices as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.