ADI Analog Devices COM

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  69 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported Analog Devices COM (ADI) in 69 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.56% in 2024 Q2. The latest visible filing shows ADI at 1.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in Analog Devices COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ADI was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BALDWIN WEALTH PARTNERS LLC/MA held ADI — position size vs. price
% of Fund (quarterly)    ADI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 67,570 -802 -1.2% 1.17% $18.3M 2026-02-14 (Est.) $336.05
2025 Q3 REDUCED 68,372 -1,010 -1.5% 1.09% $16.8M 2025-10-14 $233.84
2025 Q2 REDUCED 69,382 -14,347 -17.1% 1.12% $16.5M 2025-07-24 $223.98
2025 Q1 REDUCED 83,729 -1,724 -2.0% 1.18% $16.9M 2025-04-14 $175.92
2024 Q4 REDUCED 85,453 -1,390 -1.6% 1.25% $18.2M 2025-01-22 $219.76
2024 Q3 REDUCED 86,843 -1,106 -1.3% 1.36% $20.0M 2024-10-16 $222.16
2024 Q2 REDUCED 87,949 -616 -0.7% 1.56% $20.1M 2024-07-12 $232.06
2024 Q1 REDUCED 88,565 -490 -0.6% 1.32% $17.5M 2024-04-12 $186.29
2023 Q4 REDUCED 89,055 -2,228 -2.4% 1.39% $17.7M 2024-01-08 $182.24
60 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and ADI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning ADI?

BALDWIN WEALTH PARTNERS LLC/MA reported ADI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ADI position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for ADI was 1.56% in 2024 Q2.

What is the latest reported ADI position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 67,570 shares, equal to 1.17% of portfolio, with an estimated market value of $18.3M.

What does the chart on this ADI ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly ADI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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