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 Q2	$2.08M	Buy	5,247 +959	+22%	+$380K	0.01%	410
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s ADI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Analog Devices (ADI) stake by 22% in Q2 2026, buying an estimated $380K and bringing the position to 5,247 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #410.

Wealthspire Advisors (New York) first reported a position in ADI in Q4 2018 and has held it in 22 quarters since. 2,290 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

Wealthspire Advisors (New York) held 5,247 shares of Analog Devices worth $2.08M as of Q2 2026.
Wealthspire Advisors (New York) bought 959 Analog Devices shares in Q2 2026, an estimated $380K.
Analog Devices made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #410 holding.
Wealthspire Advisors (New York) first reported a position in Analog Devices in Q4 2018 and has held it in 22 quarters since.
2,290 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.