GoalFusion Wealth Management’s Analog Devices ADI Stock Holding History

GoalFusion Wealth Management’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	$238K	Buy	+600	New	+$237K	0.1%	29
2025 Q3	–	Sell	-1,000	Closed	-$238K	–	29
2025 Q2	$238K	Buy	+1,000	New	+$208K	0.12%	26
2025 Q1	–	Sell	-1,302	Closed	-$277K	–	26
2024 Q4	$277K	Buy	1,302 +22	+2%	+$4.86K	0.15%	25
2024 Q3	$295K	Hold	1,280	–	–	0.16%	25
2024 Q2	$292K	Sell	1,280 -1,070	-46%	-$228K	0.18%	23
2024 Q1	$465K	Hold	2,350	–	–	0.3%	19
2023 Q4	$467K	Sell	2,350 -270	-10%	-$48.2K	0.32%	17
2023 Q3	$459K	Hold	2,620	–	–	0.34%	17
2023 Q2	$510K	Sell	2,620 -240	-8%	-$44.4K	0.38%	16
2023 Q1	$564K	Buy	+2,860	New	+$513K	0.44%	15

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

GoalFusion Wealth Management's ADI Position: Q2 2026 in Review

GoalFusion Wealth Management opened a new position in Analog Devices (ADI) in Q2 2026: 600 shares worth $238K. The stake represents 0.1% of the portfolio and ranks #29 among its holdings. This is a return to the name: GoalFusion Wealth Management previously reported a position in ADI as recently as Q2 2025.

GoalFusion Wealth Management first reported a position in ADI in Q1 2023 and has held it in 10 quarters since. The position peaked at $564K in Q1 2023. 2,281 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

GoalFusion Wealth Management held 600 shares of Analog Devices worth $238K as of Q2 2026.
Analog Devices was a new GoalFusion Wealth Management position in Q2 2026.
Analog Devices made up 0.1% of GoalFusion Wealth Management's portfolio in Q2 2026, its #29 holding.
GoalFusion Wealth Management first reported a position in Analog Devices in Q1 2023 and has held it in 10 quarters since.
GoalFusion Wealth Management's Analog Devices position peaked at $564K in Q1 2023.
2,281 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.