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Wingate Wealth Advisors’s Analog Devices ADI Stock Holding History

Wingate Wealth Advisors’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 		$226K Buy
+570
New +$226K 0.1% 119
2025
Q3 		– Sell
-2,362
Closed -$562K – 110
2025
Q2 		$562K Hold
2,362
– – 0.5% 59
2025
Q1 		$476K Hold
2,362
– – 0.55% 56
2024
Q4 		$502K Buy
+2,362
New +$522K 0.49% 55

Other funds holding ADI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wingate Wealth Advisors's ADI Position: Q2 2026 in Review

Wingate Wealth Advisors opened a new position in Analog Devices (ADI) in Q2 2026: 570 shares worth $226K. The stake represents 0.1% of the portfolio and ranks #119 among its holdings. This is a return to the name: Wingate Wealth Advisors previously reported a position in ADI as recently as Q2 2025.

Wingate Wealth Advisors first reported a position in ADI in Q4 2024 and has held it in 4 quarters since. The position peaked at $562K in Q2 2025. 2,278 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • Wingate Wealth Advisors held 570 shares of Analog Devices worth $226K as of Q2 2026.
  • Analog Devices was a new Wingate Wealth Advisors position in Q2 2026.
  • Analog Devices made up 0.1% of Wingate Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Wingate Wealth Advisors first reported a position in Analog Devices in Q4 2024 and has held it in 4 quarters since.
  • Wingate Wealth Advisors's Analog Devices position peaked at $562K in Q2 2025.
  • 2,278 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.