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Briaud Financial Planning’s Adobe ADBE Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-90
Closed -$34K – 38
2025
Q2 		$34K Buy
90
+20
+29% +$7.71K 0.01% 122
2025
Q1 		$26K Hold
70
– – 0.01% 112
2024
Q4 		$31K Hold
70
– – 0.01% 98
2024
Q3 		$36K Buy
+70
New +$38.4K 0.02% 73
2023
Q4 		– Sell
-10
Closed -$5K – 14
2023
Q3 		$5K Buy
+10
New +$5.25K ﹤0.01% 113

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Briaud Financial Planning's ADBE Position: Q3 2025 in Review

Briaud Financial Planning sold out of Adobe (ADBE) in Q3 2025, closing a stake of 90 shares — an estimated $34K sold.

Briaud Financial Planning first reported a position in ADBE in Q3 2023 and held it in 5 quarters. The position peaked at $36K in Q3 2024. 2,492 funds tracked by Wall St. Rank hold ADBE as of Q3 2025.

  • Briaud Financial Planning reported no remaining Adobe position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 90 Adobe shares in Q3 2025, an estimated $34K.
  • Briaud Financial Planning first reported a position in Adobe in Q3 2023 and held it in 5 quarters.
  • Briaud Financial Planning's Adobe position peaked at $36K in Q3 2024.
  • 2,492 funds tracked by Wall St. Rank held Adobe as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.