EFA
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Evernest Financial Advisors’s Adobe ADBE Stock Holding History

Evernest Financial Advisors’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
Q4 		– Sell
-1,152
Closed -$406K – 188
2025
Q3 		$406K Buy
1,152
+18
+2% +$6.46K 0.11% 127
2025
Q2 		$439K Buy
1,134
+203
+22% +$78.2K 0.14% 116
2025
Q1 		$357K Buy
931
+62
+7% +$26.6K 0.13% 118
2024
Q4 		$386K Buy
869
+11
+1% +$5.45K 0.1% 119
2024
Q3 		$444K Sell
858
-33
-4% -$18.1K 0.12% 110
2024
Q2 		$495K Sell
891
-90
-9% -$43.6K 0.22% 83
2024
Q1 		$456K Sell
981
-15
-2% -$8.6K 0.22% 87
2023
Q4 		$594K Buy
+996
New +$574K 0.3% 77
2021
Q4 		$553K Buy
+881
New +$551K 0.29% 76

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Norges Bank
Norges Bank Oslo, Norway $935B 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return