Schechter Investment Advisors’s Analog Devices ADI Stock Holding History

Schechter Investment 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
2025 Q1	$1.72M	Sell	8,548 -290	-3%	-$62.7K	0.14%	137
2024 Q4	$1.88M	Sell	8,838 -722	-8%	-$160K	0.14%	134
2024 Q3	$2.2M	Buy	9,560 +227	+2%	+$51.1K	0.16%	119
2024 Q2	$2.13M	Sell	9,333 -360	-4%	-$76.8K	0.16%	112
2024 Q1	$1.92M	Buy	9,693 +287	+3%	+$55.2K	0.14%	128
2023 Q4	$1.87M	Sell	9,406 -814	-8%	-$145K	0.16%	124
2023 Q3	$1.79M	Sell	10,220 -109	-1%	-$20.1K	0.17%	117
2023 Q2	$2.01M	Buy	10,329 +123	+1%	+$22.8K	0.18%	107
2023 Q1	$2.01M	Buy	10,206 +213	+2%	+$38.2K	0.19%	108
2022 Q4	$1.64M	Buy	9,993 +264	+3%	+$41.2K	0.15%	154
2022 Q3	$1.35M	Buy	9,729 +1,107	+13%	+$175K	0.13%	202
2022 Q2	$1.26M	Buy	8,622 +1,259	+17%	+$198K	0.12%	209
2022 Q1	$1.22M	Buy	7,363 +4,167	+130%	+$675K	0.11%	237
2021 Q4	$561K	Buy	+3,196	New	+$566K	0.05%	476

Other funds holding ADI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's ADI Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Analog Devices (ADI) stake by 3.3% in Q1 2025, selling an estimated $62.7K and leaving 8,548 shares worth $1.72M. The position accounts for 0.14% of the portfolio, ranked #137.

Schechter Investment Advisors first reported a position in ADI in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.2M in Q3 2024. 1,744 funds tracked by Wall St. Rank hold ADI as of Q1 2025.

Schechter Investment Advisors held 8,548 shares of Analog Devices worth $1.72M as of Q1 2025.
Schechter Investment Advisors sold 290 Analog Devices shares in Q1 2025, an estimated $62.7K.
Analog Devices made up 0.14% of Schechter Investment Advisors's portfolio in Q1 2025, its #137 holding.
Schechter Investment Advisors first reported a position in Analog Devices in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Analog Devices position peaked at $2.2M in Q3 2024.
1,744 funds tracked by Wall St. Rank held Analog Devices as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.