TWP
ADI icon

Triad Wealth Partners’s Analog Devices ADI Stock Holding History

Triad Wealth Partners’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 		$520K Buy
1,436
+216
+18% +$85.5K 0.03% 304
2026
Q1 		$388K Buy
1,220
+188
+18% +$59.8K 0.03% 334
2025
Q4 		$280K Buy
+1,032
New +$259K 0.03% 399
2024
Q3 		– Sell
-15
Closed -$3.42K – 61
2024
Q2 		$3.42K Buy
+15
New +$3.2K ﹤0.01% 650

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

Triad Wealth Partners's ADI Position: Q2 2026 in Review

Triad Wealth Partners increased its Analog Devices (ADI) stake by 18% in Q2 2026, buying an estimated $85.5K and bringing the position to 1,436 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #304.

Triad Wealth Partners first reported a position in ADI in Q2 2024 and has held it in 4 quarters since. 2,275 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Triad Wealth Partners held 1,436 shares of Analog Devices worth $520K as of Q2 2026.
  • Triad Wealth Partners bought 216 Analog Devices shares in Q2 2026, an estimated $85.5K.
  • Analog Devices made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #304 holding.
  • Triad Wealth Partners first reported a position in Analog Devices in Q2 2024 and has held it in 4 quarters since.
  • 2,275 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.