Heartwood Wealth Advisors’s Adobe ADBE Stock Holding History

Heartwood Wealth 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	-99	Closed	-$34.9K	–	211
2025 Q3	$34.9K	Buy	+99	New	+$35.5K	﹤0.01%	323

Other funds holding ADBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Heartwood Wealth Advisors's ADBE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Adobe (ADBE) in Q4 2025, closing a stake of 99 shares — an estimated $34.9K sold.

Heartwood Wealth Advisors first reported a position in ADBE in Q3 2025 and held it in 1 quarter. The position peaked at $34.9K in Q3 2025. 2,531 funds tracked by Wall St. Rank hold ADBE as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Adobe position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 99 Adobe shares in Q4 2025, an estimated $34.9K.
Heartwood Wealth Advisors first reported a position in Adobe in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Adobe position peaked at $34.9K in Q3 2025.
2,531 funds tracked by Wall St. Rank held Adobe as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.