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Congress Wealth Management’s Adobe ADBE Stock Holding History

Congress Wealth Management’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
Q2 		$4.03M Buy
10,419
+594
+6% +$229K 0.04% 428
2025
Q1 		$3.77M Buy
9,825
+2,697
+38% +$1.16M 0.05% 372
2024
Q4 		$3.17M Buy
7,128
+272
+4% +$135K 0.04% 346
2024
Q3 		$3.55M Buy
6,856
+2,100
+44% +$1.15M 0.05% 341
2024
Q2 		$2.64M Sell
4,756
-32,091
-87% -$15.5M 0.04% 317
2024
Q1 		$18.6M Buy
36,847
+1,020
+3% +$585K 0.32% 79
2023
Q4 		$21.4M Buy
35,827
+1,839
+5% +$1.06M 0.39% 52
2023
Q3 		$17.3M Buy
33,988
+325
+1% +$171K 0.36% 63
2023
Q2 		$16.5M Sell
33,663
-163
-0.5% -$65.7K 0.38% 59
2023
Q1 		$13M Buy
33,826
+1,047
+3% +$372K 0.31% 80
2022
Q4 		$11M Buy
32,779
+604
+2% +$193K 0.28% 105
2022
Q3 		$8.85M Buy
32,175
+1,469
+5% +$556K 0.24% 130
2022
Q2 		$11.2M Sell
30,706
-954
-3% -$388K 0.29% 91
2022
Q1 		$14.4M Buy
31,660
+875
+3% +$421K 0.32% 80
2021
Q4 		$17.5M Buy
+30,785
New +$19.2M 0.35% 76

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Congress Wealth Management's ADBE Position: Q2 2025 in Review

Congress Wealth Management increased its Adobe (ADBE) stake by 6% in Q2 2025, buying an estimated $229K and bringing the position to 10,419 shares worth $4.03M. The position accounts for 0.04% of the portfolio, ranked #428.

Congress Wealth Management first reported a position in ADBE in Q4 2021 and has held it in 15 quarters since. The position peaked at $21.4M in Q4 2023. 2,693 funds tracked by Wall St. Rank hold ADBE as of Q2 2025.

  • Congress Wealth Management held 10,419 shares of Adobe worth $4.03M as of Q2 2025.
  • Congress Wealth Management bought 594 Adobe shares in Q2 2025, an estimated $229K.
  • Adobe made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #428 holding.
  • Congress Wealth Management first reported a position in Adobe in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Adobe position peaked at $21.4M in Q4 2023.
  • 2,693 funds tracked by Wall St. Rank held Adobe as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.