Avantax Planning Partners’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.5M | Buy |
6,162
+1,150
| +23% | +$319K | 0.04% | 153 |
|
|
2025
Q4 | $1.75M | Buy |
5,012
+479
| +11% | +$163K | 0.05% | 142 |
|
|
2025
Q3 | $1.6M | Buy |
4,533
+1,021
| +29% | +$366K | 0.05% | 150 |
|
|
2025
Q2 | $1.36M | Buy |
3,512
+549
| +19% | +$212K | 0.04% | 164 |
|
|
2025
Q1 | $1.14M | Buy |
2,963
+186
| +7% | +$79.8K | 0.04% | 176 |
|
|
2024
Q4 | $1.23M | Buy |
2,777
+315
| +13% | +$156K | 0.04% | 162 |
|
|
2024
Q3 | $1.27M | Sell |
2,462
-1,077
| -30% | -$591K | 0.05% | 158 |
|
|
2024
Q2 | $1.97M | Buy |
3,539
+56
| +2% | +$27.1K | 0.06% | 145 |
|
|
2024
Q1 | $1.76M | Buy |
3,483
+505
| +17% | +$289K | 0.06% | 156 |
|
|
2023
Q4 | $1.78M | Sell |
2,978
-180
| -6% | -$104K | 0.07% | 120 |
|
|
2023
Q3 | $1.61M | Sell |
3,158
-121
| -4% | -$63.5K | 0.07% | 118 |
|
|
2023
Q2 | $1.6M | Sell |
3,279
-115
| -3% | -$46.3K | 0.06% | 124 |
|
|
2023
Q1 | $1.31M | Sell |
3,394
-416
| -11% | -$148K | 0.05% | 143 |
|
|
2022
Q4 | $1.28M | Sell |
3,810
-42
| -1% | -$13.4K | 0.05% | 137 |
|
|
2022
Q3 | $1.06M | Sell |
3,852
-103
| -3% | -$39K | 0.05% | 143 |
|
|
2022
Q2 | $1.45M | Buy |
3,955
+824
| +26% | +$335K | 0.06% | 120 |
|
|
2022
Q1 | $1.43M | Sell |
3,131
-72
| -2% | -$34.6K | 0.06% | 126 |
|
|
2021
Q4 | $1.82M | Buy |
3,203
+180
| +6% | +$113K | 0.07% | 110 |
|
|
2021
Q3 | $1.74M | Sell |
3,023
-110
| -4% | -$69.2K | 0.08% | 99 |
|
|
2021
Q2 | $1.83M | Sell |
3,133
-229
| -7% | -$118K | 0.09% | 93 |
|
|
2021
Q1 | $1.6M | Sell |
3,362
-666
| -17% | -$311K | 0.08% | 101 |
|
|
2020
Q4 | $2.01M | Sell |
4,028
-243
| -6% | -$117K | 0.1% | 85 |
|
|
2020
Q3 | $2.1M | Sell |
4,271
-431
| -9% | -$200K | 0.11% | 81 |
|
|
2020
Q2 | $2.05M | Buy |
4,702
+990
| +27% | +$367K | 0.12% | 74 |
|
|
2020
Q1 | $1.18M | Buy |
3,712
+1,410
| +61% | +$482K | 0.08% | 99 |
|
|
2019
Q4 | $759K | Sell |
2,302
-22
| -0.9% | -$6.47K | 0.04% | 133 |
|
|
2019
Q3 | $642K | Buy |
2,324
+342
| +17% | +$99.8K | 0.04% | 142 |
|
|
2019
Q2 | $600K | Buy |
1,982
+18
| +0.9% | +$5K | 0.04% | 149 |
|
|
2019
Q1 | $523K | Buy |
1,964
+286
| +17% | +$72.1K | 0.04% | 158 |
|
|
2018
Q4 | $380K | Buy |
1,678
+525
| +46% | +$127K | 0.03% | 168 |
|
|
2018
Q3 | $311K | Sell |
1,153
-152
| -12% | -$39.2K | 0.02% | 193 |
|
|
2018
Q2 | $318K | Sell |
1,305
-180
| -12% | -$42.6K | 0.03% | 177 |
|
|
2018
Q1 | $321K | Buy |
+1,485
| New | +$302K | 0.03% | 219 |
|
Other funds holding ADBE
VCM
VPM
Avantax Planning Partners's ADBE Position: Q1 2026 in Review
Avantax Planning Partners increased its Adobe (ADBE) stake by 23% in Q1 2026, buying an estimated $319K and bringing the position to 6,162 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #153.
Avantax Planning Partners first reported a position in ADBE in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.1M in Q3 2020. 2,182 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.
- Avantax Planning Partners held 6,162 shares of Adobe worth $1.5M as of Q1 2026.
- Avantax Planning Partners bought 1,150 Adobe shares in Q1 2026, an estimated $319K.
- Adobe made up 0.04% of Avantax Planning Partners's portfolio in Q1 2026, its #153 holding.
- Avantax Planning Partners first reported a position in Adobe in Q1 2018 and has held it in 33 quarters since.
- Avantax Planning Partners's Adobe position peaked at $2.1M in Q3 2020.
- 2,182 funds tracked by Wall St. Rank held Adobe as of Q1 2026.
Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.