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Avantax Advisory Services’s Adobe ADBE Stock Holding History

Avantax Advisory Services’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,600
Closed -$1.37K – 1487
2022
Q4 		$1.37K Buy
+1,600
New +$512K ﹤0.01% 1419

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avantax Advisory Services's ADBE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Adobe (ADBE) stake by 11% in Q2 2025, selling an estimated $1.1M and leaving 22,093 shares worth $8.55M. The position accounts for 0.05% of the portfolio, ranked #310.

Avantax Advisory Services first reported a position in ADBE in Q4 2018 and has held it in 27 quarters since. The position peaked at $17M in Q2 2024. 2,688 funds tracked by Wall St. Rank hold ADBE as of Q2 2025.

  • Avantax Advisory Services held 22,093 shares of Adobe worth $8.55M as of Q2 2025.
  • Avantax Advisory Services sold 2,855 Adobe shares in Q2 2025, an estimated $1.1M.
  • Adobe made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #310 holding.
  • Avantax Advisory Services first reported a position in Adobe in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Adobe position peaked at $17M in Q2 2024.
  • 2,688 funds tracked by Wall St. Rank held Adobe as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.