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Ruedi Wealth Management’s Analog Devices ADI Stock Holding History

Ruedi Wealth Management’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
2025
Q2 		– Sell
-5
Closed -$1.01K – 61
2025
Q1 		$1.01K Hold
5
– – ﹤0.01% 291
2024
Q4 		$1.06K Hold
5
– – ﹤0.01% 294
2024
Q3 		$1.15K Sell
5
-5
-50% -$1.13K ﹤0.01% 296
2024
Q2 		$2.28K Buy
+10
New +$2.13K ﹤0.01% 317

Other funds holding ADI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ruedi Wealth Management's ADI Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Analog Devices (ADI) in Q2 2025, closing a stake of 5 shares — an estimated $1.01K sold.

Ruedi Wealth Management first reported a position in ADI in Q2 2024 and held it in 4 quarters. The position peaked at $2.28K in Q2 2024. 1,779 funds tracked by Wall St. Rank hold ADI as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Analog Devices position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 5 Analog Devices shares in Q2 2025, an estimated $1.01K.
  • Ruedi Wealth Management first reported a position in Analog Devices in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Analog Devices position peaked at $2.28K in Q2 2024.
  • 1,779 funds tracked by Wall St. Rank held Analog Devices as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.