SHP Wealth Management’s Analog Devices ADI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.47M Buy
3,708
+3,171
+591% +$1.26M 0.1% 72
2026
Q1
$171K Buy
537
+33
+7% +$10.5K 0.01% 300
2025
Q4
$137K Buy
+504
New +$127K 0.01% 306

Other funds holding ADI

SHP Wealth Management's ADI Position: Q2 2026 in Review

SHP Wealth Management increased its Analog Devices (ADI) stake by 591% in Q2 2026, buying an estimated $1.26M and bringing the position to 3,708 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #72.

SHP Wealth Management first reported a position in ADI in Q4 2025 and has held it in 3 quarters since. 2,290 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • SHP Wealth Management held 3,708 shares of Analog Devices worth $1.47M as of Q2 2026.
  • SHP Wealth Management bought 3,171 Analog Devices shares in Q2 2026, an estimated $1.26M.
  • Analog Devices made up 0.1% of SHP Wealth Management's portfolio in Q2 2026, its #72 holding.
  • SHP Wealth Management first reported a position in Analog Devices in Q4 2025 and has held it in 3 quarters since.
  • 2,290 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.