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Holistic Financial Partners

SEC CIK
0001729304
Latest filing
Jul 23, 2026

ADI holding history

Analog Devices Inc in every 13F filed by Holistic Financial Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADI overviewAll 13F holders of ADIFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2023
Holdings of ADI by Holistic Financial Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−980−100.0%Sold outHolders
Q1 2026980$311.8K0.1%−74−7.0%ReducedHolders
Q4 20251,054$285.8K0.1%−1−0.1%ReducedHolders
Q3 20251,055$259.2K0.1%+1,055NewHolders
Q2 20250$00.0%−1,104−100.0%Sold outHolders
Q1 20251,104$222.6K0.1%−117−9.6%ReducedHolders
Q4 20241,221$259.4K0.1%−23−1.8%ReducedHolders
Q3 20241,244$286.3K0.1%+37+3.1%AddedHolders
Q2 20241,207$275.5K0.1%−17−1.4%ReducedHolders
Q1 20241,224$242.1K0.1%−11−0.9%ReducedHolders
Q4 20231,235$245.2K0.1%+6+0.5%AddedHolders
Q3 20231,229$215.2K0.1%00.0%UnchangedHolders
Q2 20231,229$239.4K0.2%+1,229NewHolders