Concord Wealth Partners
ADBE icon

Concord Wealth Partners’s Adobe ADBE Stock Holding History

Concord 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
Q3 		$5.28K Hold
22
– – ﹤0.01% 626
2026
Q2 		$4.51K Buy
+22
New +$5.21K ﹤0.01% 677
2026
Q1 		– Sell
-72
Closed -$25.2K – 213
2025
Q4 		$25.2K Sell
72
-49
-40% -$16.7K ﹤0.01% 418
2025
Q3 		$42.7K Sell
121
-27
-18% -$9.7K 0.01% 359
2025
Q2 		$57.3K Buy
148
+26
+21% +$10K 0.01% 329
2025
Q1 		$46.8K Sell
122
-46
-27% -$19.7K 0.01% 325
2024
Q4 		$74.7K Sell
168
-1,509
-90% -$747K 0.01% 280
2024
Q3 		$868K Buy
1,677
+106
+7% +$58.1K 0.14% 103
2024
Q2 		$873K Buy
1,571
+53
+3% +$25.7K 0.15% 107
2024
Q1 		$766K Buy
1,518
+322
+27% +$185K 0.14% 114
2023
Q4 		$714K Buy
1,196
+292
+32% +$168K 0.14% 110
2023
Q3 		$461K Buy
904
+662
+274% +$347K 0.1% 128
2023
Q2 		$118K Sell
242
-35
-13% -$14.1K 0.03% 254
2023
Q1 		$107K Sell
277
-209
-43% -$74.3K 0.03% 241
2022
Q4 		$164K Sell
486
-254
-34% -$81.2K 0.05% 179
2022
Q3 		$204K Buy
740
+56
+8% +$21.2K 0.06% 155
2022
Q2 		$250K Buy
684
+473
+224% +$193K 0.07% 138
2022
Q1 		$96K Sell
211
-10
-5% -$4.81K 0.02% 305
2021
Q4 		$125K Buy
221
+137
+163% +$85.6K 0.03% 275
2021
Q3 		$48K Sell
84
-58
-41% -$36.5K 0.02% 224
2021
Q2 		$83K Sell
142
-4
-3% -$2.06K 0.02% 265
2021
Q1 		$69K Buy
146
+83
+132% +$38.8K 0.02% 278
2020
Q4 		$32K Buy
+63
New +$30.4K 0.02% 257

Other funds holding ADBE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Concord Wealth Partners's ADBE Position: Q3 2026 in Review

Concord Wealth Partners held its Adobe (ADBE) position steady in Q3 2026 at 22 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Concord Wealth Partners first reported a position in ADBE in Q4 2020 and has held it in 23 quarters since. The position peaked at $873K in Q2 2024. 1,216 funds tracked by Wall St. Rank hold ADBE as of Q3 2026.

  • Concord Wealth Partners held 22 shares of Adobe worth $5.28K as of Q3 2026.
  • Concord Wealth Partners left its Adobe share count unchanged in Q3 2026.
  • Adobe made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #626 holding.
  • Concord Wealth Partners first reported a position in Adobe in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Adobe position peaked at $873K in Q2 2024.
  • 1,216 funds tracked by Wall St. Rank held Adobe as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.