Root Financial Partners’s Analog Devices ADI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$377K Buy
950
+279
+42% +$110K 0.01% 239
2026
Q1
$213K Buy
671
+50
+8% +$15.9K 0.01% 318
2025
Q4
$168K Sell
621
-349
-36% -$87.7K 0.01% 335
2025
Q3
$238K Buy
+970
New +$233K 0.01% 246

Other funds holding ADI

Root Financial Partners's ADI Position: Q2 2026 in Review

Root Financial Partners increased its Analog Devices (ADI) stake by 42% in Q2 2026, buying an estimated $110K and bringing the position to 950 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #239.

Root Financial Partners first reported a position in ADI in Q3 2025 and has held it in 4 quarters since. 2,282 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Root Financial Partners held 950 shares of Analog Devices worth $377K as of Q2 2026.
  • Root Financial Partners bought 279 Analog Devices shares in Q2 2026, an estimated $110K.
  • Analog Devices made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #239 holding.
  • Root Financial Partners first reported a position in Analog Devices in Q3 2025 and has held it in 4 quarters since.
  • 2,282 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.