SW
ADEA icon

SVB Wealth’s Adeia ADEA Stock Holding History

SVB Wealth’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30,219
Closed -$399K – 445
2025
Q1 		$399K Sell
30,219
-12
-0% -$167 0.02% 225
2024
Q4 		$423K Buy
+30,231
New +$382K 0.01% 460
2024
Q3 		– Sell
-30,231
Closed -$338K – 28
2024
Q2 		$338K Sell
30,231
-73
-0.2% -$797 0.01% 529
2024
Q1 		$331K Hold
30,304
– – 0.01% 599
2023
Q4 		$375K Sell
30,304
-178
-0.6% -$1.72K 0.01% 563
2023
Q3 		$326K Buy
+30,482
New +$324K 0.01% 586

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Rubric Capital Management (New York)
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SVB Wealth's ADEA Position: Q2 2025 in Review

SVB Wealth sold out of Adeia (ADEA) in Q2 2025, closing a stake of 30,219 shares — an estimated $399K sold.

SVB Wealth first reported a position in ADEA in Q3 2023 and held it in 6 quarters. The position peaked at $423K in Q4 2024. 230 funds tracked by Wall St. Rank hold ADEA as of Q2 2025.

  • SVB Wealth reported no remaining Adeia position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 30,219 Adeia shares in Q2 2025, an estimated $399K.
  • SVB Wealth first reported a position in Adeia in Q3 2023 and held it in 6 quarters.
  • SVB Wealth's Adeia position peaked at $423K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Adeia as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.