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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Adobe ADBE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-720
Closed -$254K – 539
2025
Q3 		$254K Buy
+720
New +$258K 0.08% 133
2025
Q2 		– Sell
-103
Closed -$39.5K – 499
2025
Q1 		$39.5K Hold
103
– – 0.01% 282
2024
Q4 		$45.8K Buy
103
+26
+34% +$12.9K 0.02% 268
2024
Q3 		$39.9K Buy
+77
New +$42.2K 0.02% 243

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
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
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 $609B AUM 40.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ADBE Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Adobe (ADBE) in Q4 2025, closing a stake of 720 shares — an estimated $254K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ADBE in Q3 2024 and held it in 4 quarters. The position peaked at $254K in Q3 2025. 2,529 funds tracked by Wall St. Rank hold ADBE as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Adobe position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 720 Adobe shares in Q4 2025, an estimated $254K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Adobe in Q3 2024 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Adobe position peaked at $254K in Q3 2025.
  • 2,529 funds tracked by Wall St. Rank held Adobe as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.