Private Wealth Advisors (California)’s Analog Devices ADI Stock Holding History

Private Wealth Advisors (California)’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 Q1	$2.37M	Buy	7,443 +6,508	+696%	+$2.07M	0.67%	45
2025 Q4	$253K	Sell	935 -56	-6%	-$14.1K	0.08%	83
2025 Q3	$243K	Buy	991 +1	+0.1%	+$240	0.08%	80
2025 Q2	$236K	Buy	+990	New	+$206K	0.09%	80
2025 Q1	–	Sell	-989	Closed	-$210K	–	86
2024 Q4	$210K	Hold	989	–	–	0.08%	87
2024 Q3	$221K	Buy	989 +1	+0.1%	+$225	0.08%	75
2024 Q2	$223K	Buy	+988	New	+$211K	0.09%	74
2023 Q3	–	Sell	-1,050	Closed	-$205K	–	78
2023 Q2	$205K	Hold	1,050	–	–	0.08%	74
2023 Q1	$207K	Buy	+1,050	New	+$188K	0.09%	76

Other funds holding ADI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return