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Sage Mountain Advisors’s Analog Devices ADI Stock Holding History

Sage Mountain 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
Q1 		– Sell
-2,464
Closed -$668K – 287
2025
Q4 		$668K Buy
2,464
+210
+9% +$52.8K 0.04% 227
2025
Q3 		$554K Buy
2,254
+2
+0.1% +$481 0.03% 251
2025
Q2 		$536K Buy
2,252
+32
+1% +$6.66K 0.03% 229
2025
Q1 		$448K Sell
2,220
-394
-15% -$85.1K 0.03% 240
2024
Q4 		$555K Buy
2,614
+156
+6% +$34.5K 0.04% 191
2024
Q3 		$566K Buy
2,458
+474
+24% +$107K 0.05% 182
2024
Q2 		$453K Buy
1,984
+916
+86% +$195K 0.04% 187
2024
Q1 		$211K Sell
1,068
-57
-5% -$11K 0.02% 309
2023
Q4 		$223K Sell
1,125
-102
-8% -$18.2K 0.03% 246
2023
Q3 		$215K Buy
1,227
+63
+5% +$11.6K 0.03% 236
2023
Q2 		$227K Buy
1,164
+34
+3% +$6.3K 0.03% 225
2023
Q1 		$223K Buy
+1,130
New +$203K 0.04% 212

Other funds holding ADI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's ADI Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Analog Devices (ADI) in Q1 2026, closing a stake of 2,464 shares — an estimated $668K sold.

Sage Mountain Advisors first reported a position in ADI in Q1 2023 and held it in 12 quarters. The position peaked at $668K in Q4 2025. 2,107 funds tracked by Wall St. Rank hold ADI as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Analog Devices position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,464 Analog Devices shares in Q1 2026, an estimated $668K.
  • Sage Mountain Advisors first reported a position in Analog Devices in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Analog Devices position peaked at $668K in Q4 2025.
  • 2,107 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.