WealthShield Partners’s Analog Devices ADI Stock Holding History

WealthShield 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 Q1	$2.24M	Sell	7,031 -199	-3%	-$63.3K	0.25%	115
2025 Q4	$1.96M	Buy	7,230 +17	+0.2%	+$4.27K	0.22%	118
2025 Q3	$1.77M	Buy	7,213 +88	+1%	+$21.2K	0.2%	125
2025 Q2	$1.7M	Sell	7,125 -2,926	-29%	-$609K	0.21%	126
2025 Q1	$2.03M	Buy	10,051 +1,947	+24%	+$421K	0.26%	105
2024 Q4	$1.72M	Sell	8,104 -2,744	-25%	-$607K	0.24%	107
2024 Q3	$2.5M	Buy	+10,848	New	+$2.44M	0.34%	89
2021 Q3	–	Sell	-87	Closed	-$15K	–	238
2021 Q2	$15K	Hold	87	–	–	﹤0.01%	690
2021 Q1	$13K	Buy	+87	New	+$13.4K	﹤0.01%	751

Other funds holding ADI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthShield Partners's ADI Position: Q1 2026 in Review

WealthShield Partners reduced its Analog Devices (ADI) stake by 2.8% in Q1 2026, selling an estimated $63.3K and leaving 7,031 shares worth $2.24M. The position accounts for 0.25% of the portfolio, ranked #115.

WealthShield Partners first reported a position in ADI in Q1 2021 and has held it in 9 quarters since. The position peaked at $2.5M in Q3 2024. 2,109 funds tracked by Wall St. Rank hold ADI as of Q1 2026.

WealthShield Partners held 7,031 shares of Analog Devices worth $2.24M as of Q1 2026.
WealthShield Partners sold 199 Analog Devices shares in Q1 2026, an estimated $63.3K.
Analog Devices made up 0.25% of WealthShield Partners's portfolio in Q1 2026, its #115 holding.
WealthShield Partners first reported a position in Analog Devices in Q1 2021 and has held it in 9 quarters since.
WealthShield Partners's Analog Devices position peaked at $2.5M in Q3 2024.
2,109 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.