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Marathon Wealth Advisors LLC’s Analog Devices ADI Stock Holding History

Marathon Wealth Advisors LLC’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 		$4.84M Buy
12,187
+22
+0.2% +$8.71K 1.66% 23
2026
Q1 		$3.87M Buy
12,165
+105
+0.9% +$33.4K 1.59% 25
2025
Q4 		$3.27M Buy
+12,060
New +$3.03M 1.3% 28

Other funds holding ADI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marathon Wealth Advisors LLC's ADI Position: Q2 2026 in Review

Marathon Wealth Advisors LLC increased its Analog Devices (ADI) stake by 0.18% in Q2 2026, buying an estimated $8.71K and bringing the position to 12,187 shares worth $4.84M. The position accounts for 1.66% of the portfolio, ranked #23.

Marathon Wealth Advisors LLC first reported a position in ADI in Q4 2025 and has held it in 3 quarters since. 2,282 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Marathon Wealth Advisors LLC held 12,187 shares of Analog Devices worth $4.84M as of Q2 2026.
  • Marathon Wealth Advisors LLC bought 22 Analog Devices shares in Q2 2026, an estimated $8.71K.
  • Analog Devices made up 1.66% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #23 holding.
  • Marathon Wealth Advisors LLC first reported a position in Analog Devices in Q4 2025 and has held it in 3 quarters since.
  • 2,282 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.