Winch Advisory Services’s Analog Devices ADI Stock Holding History

Winch Advisory Services’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	$20.1K	Hold	51	–	–	﹤0.01%	260
2026 Q1	$16.1K	Buy	51 +1	+2%	+$318	﹤0.01%	266
2025 Q4	$13.7K	Hold	50	–	–	﹤0.01%	277
2025 Q3	$12.3K	Hold	50	–	–	﹤0.01%	282
2025 Q2	$11.9K	Hold	50	–	–	﹤0.01%	283
2025 Q1	$10K	Hold	50	–	–	﹤0.01%	281
2024 Q4	$10.5K	Buy	50 +36	+257%	+$7.96K	﹤0.01%	289
2024 Q3	$3.32K	Hold	14	–	–	﹤0.01%	347
2024 Q2	$3.28K	Hold	14	–	–	﹤0.01%	345
2024 Q1	$2.83K	Hold	14	–	–	﹤0.01%	350
2023 Q4	$2.83K	Hold	14	–	–	﹤0.01%	340
2023 Q3	$2K	Hold	14	–	–	﹤0.01%	349
2023 Q2	$3K	Hold	14	–	–	﹤0.01%	324
2023 Q1	$3K	Buy	+14	New	+$2.51K	﹤0.01%	321
2020 Q1	–	Sell	-34	Closed	-$4K	–	338
2019 Q4	$4K	Buy	+34	New	+$3.83K	﹤0.01%	265

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 $3.37T AUM 44.26% 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

Winch Advisory Services's ADI Position: Q2 2026 in Review

Winch Advisory Services held its Analog Devices (ADI) position steady in Q2 2026 at 51 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Winch Advisory Services first reported a position in ADI in Q4 2019 and has held it in 15 quarters since. 2,263 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

Winch Advisory Services held 51 shares of Analog Devices worth $20.1K as of Q2 2026.
Winch Advisory Services left its Analog Devices share count unchanged in Q2 2026.
Analog Devices made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #260 holding.
Winch Advisory Services first reported a position in Analog Devices in Q4 2019 and has held it in 15 quarters since.
2,263 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.