UAG
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United Advisor Group’s Analog Devices ADI Stock Holding History

United Advisor Group’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
Q1 		$346K Buy
1,089
+46
+4% +$14.6K 0.04% 363
2025
Q4 		$283K Buy
1,043
+130
+14% +$32.7K 0.04% 387
2025
Q3 		$224K Buy
+913
New +$220K 0.03% 426

Other funds holding ADI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Advisor Group's ADI Position: Q1 2026 in Review

United Advisor Group increased its Analog Devices (ADI) stake by 4.4% in Q1 2026, buying an estimated $14.6K and bringing the position to 1,089 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #363.

United Advisor Group first reported a position in ADI in Q3 2025 and has held it in 3 quarters since. 2,108 funds tracked by Wall St. Rank hold ADI as of Q1 2026.

  • United Advisor Group held 1,089 shares of Analog Devices worth $346K as of Q1 2026.
  • United Advisor Group bought 46 Analog Devices shares in Q1 2026, an estimated $14.6K.
  • Analog Devices made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #363 holding.
  • United Advisor Group first reported a position in Analog Devices in Q3 2025 and has held it in 3 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.