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Daner Wealth Management’s Adobe ADBE Stock Holding History

Daner 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
2026
Q2 		$226K Buy
+836
New +$198K 0.12% 84
2025
Q4 		– Sell
-624
Closed -$208K – 94
2025
Q3 		$208K Buy
+624
New +$224K 0.14% 95

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 $3.38T AUM 44.17% 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

Daner Wealth Management's ADBE Position: Q2 2026 in Review

Daner Wealth Management opened a new position in Adobe (ADBE) in Q2 2026: 836 shares worth $226K. The stake represents 0.12% of the portfolio and ranks #84 among its holdings. This is a return to the name: Daner Wealth Management previously reported a position in ADBE as recently as Q3 2025.

Daner Wealth Management first reported a position in ADBE in Q3 2025 and has held it in 2 quarters since. 2,004 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.

  • Daner Wealth Management held 836 shares of Adobe worth $226K as of Q2 2026.
  • Adobe was a new Daner Wealth Management position in Q2 2026.
  • Adobe made up 0.12% of Daner Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Daner Wealth Management first reported a position in Adobe in Q3 2025 and has held it in 2 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Adobe as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.