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Summit Financial Wealth Advisors’s Analog Devices ADI Stock Holding History

Summit Financial Wealth 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
Q2 		$243K Buy
+612
New +$242K 0.03% 191

Other funds holding ADI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Summit Financial Wealth Advisors's ADI Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Analog Devices (ADI) in Q2 2026: 612 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #191 among its holdings.

366 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Summit Financial Wealth Advisors held 612 shares of Analog Devices worth $243K as of Q2 2026.
  • Analog Devices was a new Summit Financial Wealth Advisors position in Q2 2026.
  • Analog Devices made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • 366 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.