Regent Peak Wealth Advisors’s Analog Devices ADI Stock Holding History

Regent Peak 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	$458K	Buy	1,154 +9	+0.8%	+$3.56K	0.08%	110
2026 Q1	$364K	Buy	1,145 +57	+5%	+$18.1K	0.07%	119
2025 Q4	$295K	Buy	1,088 +39	+4%	+$9.8K	0.06%	139
2025 Q3	$258K	Buy	+1,049	New	+$252K	0.05%	151
2025 Q1	$210K	Sell	1,042 -4	-0.4%	-$864	0.05%	159
2024 Q4	$222K	Buy	1,046 +34	+3%	+$7.52K	0.05%	151
2024 Q3	$233K	Buy	1,012 +21	+2%	+$4.73K	0.05%	149
2024 Q2	$226K	Buy	+991	New	+$211K	0.05%	146
2021 Q1	–	Sell	-613	Closed	-$91K	–	162
2020 Q4	$91K	Buy	+613	New	+$81.3K	0.03%	232

Other funds holding ADI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Regent Peak Wealth Advisors's ADI Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Analog Devices (ADI) stake by 0.79% in Q2 2026, buying an estimated $3.56K and bringing the position to 1,154 shares worth $458K. The position accounts for 0.08% of the portfolio, ranked #110.

Regent Peak Wealth Advisors first reported a position in ADI in Q4 2020 and has held it in 9 quarters since. 417 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

Regent Peak Wealth Advisors held 1,154 shares of Analog Devices worth $458K as of Q2 2026.
Regent Peak Wealth Advisors bought 9 Analog Devices shares in Q2 2026, an estimated $3.56K.
Analog Devices made up 0.08% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Regent Peak Wealth Advisors first reported a position in Analog Devices in Q4 2020 and has held it in 9 quarters since.
417 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.