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Heritage Wealth Management (Ohio)’s Adobe ADBE Stock Holding History

Heritage Wealth Management (Ohio)’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
Q1 		– Sell
-713
Closed -$250K – 158
2025
Q4 		$250K Buy
+713
New +$242K 0.07% 224

Other funds holding ADBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s ADBE Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Adobe (ADBE) in Q1 2026, closing a stake of 713 shares — an estimated $250K sold.

Heritage Wealth Management (Ohio) first reported a position in ADBE in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 2,178 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Adobe position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 713 Adobe shares in Q1 2026, an estimated $250K.
  • Heritage Wealth Management (Ohio) first reported a position in Adobe in Q4 2025 and held it in 1 quarter.
  • Heritage Wealth Management (Ohio)'s Adobe position peaked at $250K in Q4 2025.
  • 2,178 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.