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Vista Cima Wealth Management’s Analog Devices ADI Stock Holding History

Vista Cima Wealth Management’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
-807
Closed -$219K – 49
2025
Q4 		$219K Sell
807
-1,950
-71% -$490K 0.18% 46
2025
Q3 		$677K Buy
+2,757
New +$663K 0.56% 36

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

Vista Cima Wealth Management's ADI Position: Q1 2026 in Review

Vista Cima Wealth Management sold out of Analog Devices (ADI) in Q1 2026, closing a stake of 807 shares — an estimated $219K sold.

Vista Cima Wealth Management first reported a position in ADI in Q3 2025 and held it in 2 quarters. The position peaked at $677K in Q3 2025. 2,108 funds tracked by Wall St. Rank hold ADI as of Q1 2026.

  • Vista Cima Wealth Management reported no remaining Analog Devices position as of Q1 2026 after selling out during the quarter.
  • Vista Cima Wealth Management sold 807 Analog Devices shares in Q1 2026, an estimated $219K.
  • Vista Cima Wealth Management first reported a position in Analog Devices in Q3 2025 and held it in 2 quarters.
  • Vista Cima Wealth Management's Analog Devices position peaked at $677K in Q3 2025.
  • 2,108 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.