GoalVest Advisory’s Analog Devices ADI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.58K Buy
9
+2
+29% +$792 ﹤0.01% 405
2026
Q1
$2.23K Buy
+7
New +$2.23K ﹤0.01% 422
2025
Q2
Sell
-4
Closed -$807 362
2025
Q1
$807 Sell
4
-383
-99% -$82.8K ﹤0.01% 343
2024
Q4
$82.3K Buy
387
+15
+4% +$3.32K 0.02% 157
2024
Q3
$85.7K Hold
372
0.02% 153
2024
Q2
$84.9K Sell
372
-17
-4% -$3.63K 0.03% 142
2024
Q1
$77K Sell
389
-168
-30% -$32.3K 0.03% 168
2023
Q4
$111K Sell
557
-626
-53% -$112K 0.05% 87
2023
Q3
$207K Buy
1,183
+274
+30% +$50.5K 0.1% 68
2023
Q2
$177K Buy
909
+274
+43% +$50.7K 0.09% 73
2023
Q1
$125K Buy
+635
New +$114K 0.07% 81

Other funds holding ADI

GoalVest Advisory's ADI Position: Q2 2026 in Review

GoalVest Advisory increased its Analog Devices (ADI) stake by 29% in Q2 2026, buying an estimated $792 and bringing the position to 9 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

GoalVest Advisory first reported a position in ADI in Q1 2023 and has held it in 11 quarters since. The position peaked at $207K in Q3 2023. 2,263 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

  • GoalVest Advisory held 9 shares of Analog Devices worth $3.58K as of Q2 2026.
  • GoalVest Advisory bought 2 Analog Devices shares in Q2 2026, an estimated $792.
  • Analog Devices made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #405 holding.
  • GoalVest Advisory first reported a position in Analog Devices in Q1 2023 and has held it in 11 quarters since.
  • GoalVest Advisory's Analog Devices position peaked at $207K in Q3 2023.
  • 2,263 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.