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Balboa Wealth Partners’s Adobe ADBE Stock Holding History

Balboa Wealth Partners’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
2026
Q2 		$459K Sell
2,237
-33
-1% -$7.82K 0.06% 256
2026
Q1 		$552K Sell
2,270
-339
-13% -$93.9K 0.09% 184
2025
Q4 		$913K Sell
2,609
-2,861
-52% -$973K 0.15% 105
2025
Q3 		$1.93M Buy
5,470
+3,960
+262% +$1.42M 0.33% 52
2025
Q2 		$584K Sell
1,510
-4,510
-75% -$1.74M 0.12% 143
2025
Q1 		$2.31M Buy
6,020
+699
+13% +$300K 0.56% 35
2024
Q4 		$2.37M Buy
5,321
+407
+8% +$202K 0.54% 34
2024
Q3 		$2.54M Buy
4,914
+713
+17% +$391K 0.63% 28
2024
Q2 		$2.33M Buy
4,201
+406
+11% +$197K 0.62% 27
2024
Q1 		$1.91M Sell
3,795
-3,084
-45% -$1.77M 0.56% 31
2023
Q4 		$4.1M Sell
6,879
-1,046
-13% -$603K 1.36% 12
2023
Q3 		$4.04M Sell
7,925
-955
-11% -$501K 1.52% 12
2023
Q2 		$4.34M Buy
8,880
+1,447
+19% +$583K 1.51% 10
2023
Q1 		$2.86M Buy
7,433
+1,376
+23% +$489K 1.08% 14
2022
Q4 		$2.04M Sell
6,057
-344
-5% -$110K 0.92% 18
2022
Q3 		$1.76M Buy
+6,401
New +$2.42M 0.77% 22

Other funds holding ADBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Balboa Wealth Partners's ADBE Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Adobe (ADBE) stake by 1.5% in Q2 2026, selling an estimated $7.82K and leaving 2,237 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #256.

Balboa Wealth Partners first reported a position in ADBE in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.34M in Q2 2023. 1,987 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.

  • Balboa Wealth Partners held 2,237 shares of Adobe worth $459K as of Q2 2026.
  • Balboa Wealth Partners sold 33 Adobe shares in Q2 2026, an estimated $7.82K.
  • Adobe made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #256 holding.
  • Balboa Wealth Partners first reported a position in Adobe in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Adobe position peaked at $4.34M in Q2 2023.
  • 1,987 funds tracked by Wall St. Rank held Adobe as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.