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
2026 Q2	$20.3K	Buy	51 +23	+82%	+$9.1K	0.01%	177
2026 Q1	$8.91K	Buy	28 +7	+33%	+$2.23K	0.01%	222
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principia Wealth Advisory's ADI Position: Q2 2026 in Review

Principia Wealth Advisory increased its Analog Devices (ADI) stake by 82% in Q2 2026, buying an estimated $9.1K and bringing the position to 51 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #177.

Principia Wealth Advisory first reported a position in ADI in Q4 2024 and has held it in 7 quarters since. 2,290 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

Principia Wealth Advisory held 51 shares of Analog Devices worth $20.3K as of Q2 2026.
Principia Wealth Advisory bought 23 Analog Devices shares in Q2 2026, an estimated $9.1K.
Analog Devices made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #177 holding.
Principia Wealth Advisory first reported a position in Analog Devices in Q4 2024 and has held it in 7 quarters since.
2,290 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.