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Valeo Financial Advisors’s Analog Devices ADI Stock Holding History

Valeo Financial 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
Q1 		– Sell
-500
Closed -$136K – 759
2025
Q4 		$136K Buy
+500
New +$126K ﹤0.01% 778

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Sumitomo Mitsui Trust Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Valeo Financial Advisors's ADI Position: Q2 2026 in Review

Valeo Financial Advisors increased its Analog Devices (ADI) stake by 31% in Q2 2026, buying an estimated $510K and bringing the position to 5,503 shares worth $2.19M. The position accounts for 0.05% of the portfolio, ranked #165.

Valeo Financial Advisors first reported a position in ADI in Q3 2017 and has held it in 34 quarters since. 1,233 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Valeo Financial Advisors held 5,503 shares of Analog Devices worth $2.19M as of Q2 2026.
  • Valeo Financial Advisors bought 1,289 Analog Devices shares in Q2 2026, an estimated $510K.
  • Analog Devices made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #165 holding.
  • Valeo Financial Advisors first reported a position in Analog Devices in Q3 2017 and has held it in 34 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.