Root Financial Partners
ADI icon

Root Financial Partners’s Analog Devices ADI Stock Holding History

Root Financial Partners’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
Q3 		$437K Buy
1,102
+152
+16% +$57.3K 0.01% 244
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Root Financial Partners's ADI Position: Q3 2026 in Review

Root Financial Partners increased its Analog Devices (ADI) stake by 16% in Q3 2026, buying an estimated $57.3K and bringing the position to 1,102 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #244.

Root Financial Partners first reported a position in ADI in Q3 2025 and has held it in 5 quarters since. 1,411 funds tracked by Wall St. Rank hold ADI as of Q3 2026.

  • Root Financial Partners held 1,102 shares of Analog Devices worth $437K as of Q3 2026.
  • Root Financial Partners bought 152 Analog Devices shares in Q3 2026, an estimated $57.3K.
  • Analog Devices made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #244 holding.
  • Root Financial Partners first reported a position in Analog Devices in Q3 2025 and has held it in 5 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Analog Devices as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.