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Independent Solutions Wealth Management’s Adobe ADBE Stock Holding History

Independent Solutions 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
Q1 		$264K Sell
1,088
-874
-45% -$242K 0.04% 169
2025
Q4 		$687K Sell
1,962
-525
-21% -$179K 0.13% 112
2025
Q3 		$877K Buy
2,487
+154
+7% +$55.2K 0.16% 111
2025
Q2 		$903K Sell
2,333
-917
-28% -$353K 0.18% 110
2025
Q1 		$1.25M Sell
3,250
-480
-13% -$206K 0.28% 97
2024
Q4 		$1.66M Sell
3,730
-2,826
-43% -$1.4M 0.36% 87
2024
Q3 		$3.39M Sell
6,556
-92
-1% -$50.5K 0.77% 39
2024
Q2 		$3.69M Sell
6,648
-73
-1% -$35.3K 0.85% 34
2024
Q1 		$3.39M Buy
6,721
+84
+1% +$48.1K 0.81% 38
2023
Q4 		$3.96M Buy
6,637
+263
+4% +$152K 1.02% 25
2023
Q3 		$3.25M Buy
6,374
+26
+0.4% +$13.6K 0.84% 30
2023
Q2 		$3.1M Buy
6,348
+31
+0.5% +$12.5K 0.78% 30
2023
Q1 		$2.43M Buy
6,317
+194
+3% +$69K 0.72% 37
2022
Q4 		$2.06M Buy
6,123
+578
+10% +$185K 0.63% 43
2022
Q3 		$1.53M Sell
5,545
-120
-2% -$45.4K 0.5% 52
2022
Q2 		$2.07M Sell
5,665
-348
-6% -$142K 0.65% 39
2022
Q1 		$2.74M Buy
6,013
+33
+0.6% +$15.9K 0.64% 37
2021
Q4 		$3.39M Sell
5,980
-30
-0.5% -$18.8K 0.8% 31
2021
Q3 		$3.46M Sell
6,010
-51
-0.8% -$32.1K 0.86% 28
2021
Q2 		$3.55M Buy
6,061
+393
+7% +$203K 0.86% 30
2021
Q1 		$2.69M Buy
5,668
+1,211
+27% +$566K 0.74% 32
2020
Q4 		$2.23M Buy
4,457
+1,706
+62% +$824K 0.7% 37
2020
Q3 		$1.35M Sell
2,751
-134
-5% -$62.3K 0.51% 46
2020
Q2 		$1.26M Buy
2,885
+609
+27% +$226K 0.54% 45
2020
Q1 		$724K Buy
2,276
+180
+9% +$61.6K 0.4% 50
2019
Q4 		$691K Buy
+2,096
New +$617K 0.31% 68

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

Independent Solutions Wealth Management's ADBE Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Adobe (ADBE) stake by 45% in Q1 2026, selling an estimated $242K and leaving 1,088 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #169.

Independent Solutions Wealth Management first reported a position in ADBE in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.96M in Q4 2023. 2,182 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Independent Solutions Wealth Management held 1,088 shares of Adobe worth $264K as of Q1 2026.
  • Independent Solutions Wealth Management sold 874 Adobe shares in Q1 2026, an estimated $242K.
  • Adobe made up 0.04% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #169 holding.
  • Independent Solutions Wealth Management first reported a position in Adobe in Q4 2019 and has held it in 26 quarters since.
  • Independent Solutions Wealth Management's Adobe position peaked at $3.96M in Q4 2023.
  • 2,182 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.