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BSW Wealth Partners’s Adobe ADBE Stock Holding History

BSW 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
Q1 		– Sell
-720
Closed -$252K – 313
2025
Q4 		$252K Buy
720
+79
+12% +$26.9K 0.03% 271
2025
Q3 		$226K Sell
641
-678
-51% -$243K 0.03% 295
2025
Q2 		$510K Sell
1,319
-161
-11% -$62K 0.07% 158
2025
Q1 		$568K Buy
1,480
+285
+24% +$122K 0.09% 140
2024
Q4 		$531K Sell
1,195
-118
-9% -$58.4K 0.08% 150
2024
Q3 		$680K Buy
1,313
+175
+15% +$96K 0.1% 118
2024
Q2 		$632K Sell
1,138
-206
-15% -$99.8K 0.1% 111
2024
Q1 		$678K Sell
1,344
-87
-6% -$49.9K 0.11% 106
2023
Q4 		$854K Buy
1,431
+81
+6% +$46.7K 0.17% 79
2023
Q3 		$688K Buy
1,350
+289
+27% +$152K 0.15% 84
2023
Q2 		$519K Sell
1,061
-2,022
-66% -$815K 0.11% 106
2023
Q1 		$1.19M Buy
3,083
+637
+26% +$226K 0.24% 56
2022
Q4 		$823K Sell
2,446
-66
-3% -$21.1K 0.18% 77
2022
Q3 		$691K Sell
2,512
-109
-4% -$41.2K 0.17% 75
2022
Q2 		$959K Buy
2,621
+464
+22% +$189K 0.23% 60
2022
Q1 		$983K Buy
2,157
+450
+26% +$216K 0.25% 54
2021
Q4 		$968K Buy
1,707
+59
+4% +$36.9K 0.24% 59
2021
Q3 		$949K Buy
1,648
+39
+2% +$24.5K 0.27% 53
2021
Q2 		$942K Buy
1,609
+272
+20% +$140K 0.26% 55
2021
Q1 		$636K Buy
1,337
+163
+14% +$76.2K 0.18% 71
2020
Q4 		$587K Buy
1,174
+88
+8% +$42.5K 0.18% 72
2020
Q3 		$533K Buy
1,086
+393
+57% +$183K 0.2% 66
2020
Q2 		$302K Buy
+693
New +$257K 0.1% 102
2018
Q4 		– Sell
-795
Closed -$215K – 97
2018
Q3 		$215K Buy
+795
New +$205K 0.08% 127

Other funds holding ADBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

BSW Wealth Partners's ADBE Position: Q1 2026 in Review

BSW Wealth Partners sold out of Adobe (ADBE) in Q1 2026, closing a stake of 720 shares — an estimated $252K sold.

BSW Wealth Partners first reported a position in ADBE in Q3 2018 and held it in 24 quarters. The position peaked at $1.19M in Q1 2023. 2,180 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • BSW Wealth Partners reported no remaining Adobe position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 720 Adobe shares in Q1 2026, an estimated $252K.
  • BSW Wealth Partners first reported a position in Adobe in Q3 2018 and held it in 24 quarters.
  • BSW Wealth Partners's Adobe position peaked at $1.19M in Q1 2023.
  • 2,180 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.