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United Financial Planning Group’s Analog Devices ADI Stock Holding History

United Financial Planning 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
Q2 		$50.4K Hold
127
– – 0.03% 99
2026
Q1 		$40.4K Buy
127
+52
+69% +$16.5K 0.02% 93
2025
Q4 		$20.3K Buy
75
+50
+200% +$12.6K 0.01% 137
2025
Q3 		$6.14K Buy
+25
New +$6.01K ﹤0.01% 173

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

United Financial Planning Group's ADI Position: Q2 2026 in Review

United Financial Planning Group held its Analog Devices (ADI) position steady in Q2 2026 at 127 shares worth $50.4K. The position accounts for 0.03% of the portfolio, ranked #99.

United Financial Planning Group first reported a position in ADI in Q3 2025 and has held it in 4 quarters since. 2,263 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • United Financial Planning Group held 127 shares of Analog Devices worth $50.4K as of Q2 2026.
  • United Financial Planning Group left its Analog Devices share count unchanged in Q2 2026.
  • Analog Devices made up 0.03% of United Financial Planning Group's portfolio in Q2 2026, its #99 holding.
  • United Financial Planning Group first reported a position in Analog Devices in Q3 2025 and has held it in 4 quarters since.
  • 2,263 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.