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Wealthspire Advisors (New York)’s Analog Devices ADI Stock Holding History

Wealthspire Advisors (New York)’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 		$1.36M Sell
4,288
-2,600
-38% -$827K 0.01% 350
2025
Q4 		$1.87M Buy
6,888
+1,604
+30% +$403K 0.01% 303
2025
Q3 		$1.3M Buy
5,284
+1,285
+32% +$309K 0.01% 341
2025
Q2 		$952K Sell
3,999
-219
-5% -$45.6K 0.01% 397
2025
Q1 		$851K Sell
4,218
-854
-17% -$185K 0.01% 415
2024
Q4 		$1.08M Sell
5,072
-177
-3% -$39.1K 0.01% 358
2024
Q3 		$1.21M Buy
5,249
+207
+4% +$46.6K 0.01% 336
2024
Q2 		$1.15M Sell
5,042
-749
-13% -$160K 0.01% 297
2024
Q1 		$1.15M Sell
5,791
-609
-10% -$117K 0.02% 293
2023
Q4 		$1.27M Buy
6,400
+140
+2% +$25K 0.02% 272
2023
Q3 		$1.1M Buy
6,260
+5,118
+448% +$944K 0.02% 264
2023
Q2 		$222K Sell
1,142
-136
-11% -$25.2K ﹤0.01% 510
2023
Q1 		$252K Sell
1,278
-806
-39% -$144K ﹤0.01% 466
2022
Q4 		$342K Buy
+2,084
New +$325K 0.01% 434
2022
Q1 		– Sell
-2,572
Closed -$452K – 431
2021
Q4 		$452K Buy
2,572
+913
+55% +$162K 0.01% 338
2021
Q3 		$278K Buy
+1,659
New +$278K 0.01% 477
2021
Q2 		– Sell
-3,656
Closed -$567K – 372
2021
Q1 		$567K Buy
3,656
+827
+29% +$127K 0.01% 359
2020
Q4 		$418K Buy
2,829
+978
+53% +$130K 0.01% 339
2020
Q3 		$216K Buy
+1,851
New +$217K 0.01% 286
2020
Q2 		– Sell
-6,194
Closed -$555K – 286
2020
Q1 		$555K Buy
+6,194
New +$677K 0.02% 277
2019
Q1 		– Sell
-250
Closed -$21K – 57
2018
Q4 		$21K Buy
+250
New +$21.6K ﹤0.01% 324

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

Wealthspire Advisors (New York)'s ADI Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Analog Devices (ADI) stake by 38% in Q1 2026, selling an estimated $827K and leaving 4,288 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #350.

Wealthspire Advisors (New York) first reported a position in ADI in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.87M in Q4 2025. 2,110 funds tracked by Wall St. Rank hold ADI as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,288 shares of Analog Devices worth $1.36M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,600 Analog Devices shares in Q1 2026, an estimated $827K.
  • Analog Devices made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #350 holding.
  • Wealthspire Advisors (New York) first reported a position in Analog Devices in Q4 2018 and has held it in 21 quarters since.
  • Wealthspire Advisors (New York)'s Analog Devices position peaked at $1.87M in Q4 2025.
  • 2,110 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.