Institute for Wealth Management’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.56M | Sell |
17,361
-176
| -1% | -$41.7K | 0.31% | 60 |
|
|
2026
Q1 | $4.26M | Buy |
17,537
+623
| +4% | +$173K | 0.45% | 42 |
|
|
2025
Q4 | $5.92M | Sell |
16,914
-416
| -2% | -$141K | 0.63% | 27 |
|
|
2025
Q3 | $6.11M | Sell |
17,330
-579
| -3% | -$208K | 0.64% | 24 |
|
|
2025
Q2 | $6.93M | Sell |
17,909
-38
| -0.2% | -$14.6K | 0.77% | 16 |
|
|
2025
Q1 | $6.88M | Buy |
17,947
+53
| +0.3% | +$22.7K | 0.88% | 12 |
|
|
2024
Q4 | $7.96M | Sell |
17,894
-901
| -5% | -$446K | 1% | 12 |
|
|
2024
Q3 | $9.73M | Buy |
18,795
+5
| +0% | +$2.74K | 1.23% | 8 |
|
|
2024
Q2 | $10.4M | Buy |
18,790
+153
| +0.8% | +$74.1K | 1.4% | 7 |
|
|
2024
Q1 | $9.4M | Buy |
18,637
+133
| +0.7% | +$76.2K | 1.21% | 8 |
|
|
2023
Q4 | $11M | Sell |
18,504
-559
| -3% | -$322K | 1.79% | 6 |
|
|
2023
Q3 | $9.72M | Sell |
19,063
-113
| -0.6% | -$59.3K | 1.75% | 6 |
|
|
2023
Q2 | $9.38M | Sell |
19,176
-159
| -0.8% | -$64.1K | 1.58% | 7 |
|
|
2023
Q1 | $7.45M | Sell |
19,335
-125
| -0.6% | -$44.4K | 1.42% | 7 |
|
|
2022
Q4 | $6.55M | Sell |
19,460
-963
| -5% | -$308K | 1.38% | 7 |
|
|
2022
Q3 | $5.62M | Buy |
20,423
+27
| +0.1% | +$10.2K | 1.26% | 9 |
|
|
2022
Q2 | $7.47M | Buy |
20,396
+160
| +0.8% | +$65.1K | 1.47% | 5 |
|
|
2022
Q1 | $9.22M | Buy |
20,236
+136
| +0.7% | +$65.4K | 1.49% | 5 |
|
|
2021
Q4 | $11.4M | Buy |
20,100
+121
| +0.6% | +$75.6K | 1.86% | 5 |
|
|
2021
Q3 | $11.5M | Sell |
19,979
-142
| -0.7% | -$89.4K | 2.02% | 5 |
|
|
2021
Q2 | $11.8M | Sell |
20,121
-155
| -0.8% | -$79.9K | 2.07% | 5 |
|
|
2021
Q1 | $9.64M | Sell |
20,276
-833
| -4% | -$389K | 1.83% | 5 |
|
|
2020
Q4 | $10.6M | Sell |
21,109
-8
| -0% | -$3.87K | 2.1% | 4 |
|
|
2020
Q3 | $10.4M | Buy |
21,117
+483
| +2% | +$225K | 2.36% | 5 |
|
|
2020
Q2 | $8.98M | Buy |
20,634
+767
| +4% | +$284K | 2.2% | 4 |
|
|
2020
Q1 | $6.32M | Sell |
19,867
-3,726
| -16% | -$1.27M | 1.95% | 4 |
|
|
2019
Q4 | $7.78M | Sell |
23,593
-323
| -1% | -$95K | 1.76% | 3 |
|
|
2019
Q3 | $6.61M | Sell |
23,916
-308
| -1% | -$89.9K | 1.67% | 4 |
|
|
2019
Q2 | $7.14M | Sell |
24,224
-384
| -2% | -$107K | 1.58% | 6 |
|
|
2019
Q1 | $6.56M | Sell |
24,608
-385
| -2% | -$97.1K | 1.43% | 7 |
|
|
2018
Q4 | $5.65M | Buy |
24,993
+254
| +1% | +$61.3K | 2.32% | 3 |
|
|
2018
Q3 | $6.65M | Buy |
24,739
+20
| +0.1% | +$5.16K | 2.24% | 4 |
|
|
2018
Q2 | $6.02M | Buy |
24,719
+45
| +0.2% | +$10.6K | 1.92% | 7 |
|
|
2018
Q1 | $5.46M | Buy |
24,674
+331
| +1% | +$67.3K | 1.61% | 6 |
|
|
2017
Q4 | $4.27M | Sell |
24,343
-243
| -1% | -$41.8K | 0.99% | 13 |
|
|
2017
Q3 | $3.66M | Sell |
24,586
-222
| -0.9% | -$33.1K | 1.19% | 11 |
|
|
2017
Q2 | $3.51M | Buy |
+24,808
| New | +$3.4M | 0.96% | 10 |
|
Other funds holding ADBE
Institute for Wealth Management's ADBE Position: Q2 2026 in Review
Institute for Wealth Management reduced its Adobe (ADBE) stake by 1% in Q2 2026, selling an estimated $41.7K and leaving 17,361 shares worth $3.56M. The position accounts for 0.31% of the portfolio, ranked #60.
Institute for Wealth Management first reported a position in ADBE in Q2 2017 and has held it in 37 quarters since. The position peaked at $11.8M in Q2 2021. 1,992 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.
- Institute for Wealth Management held 17,361 shares of Adobe worth $3.56M as of Q2 2026.
- Institute for Wealth Management sold 176 Adobe shares in Q2 2026, an estimated $41.7K.
- Adobe made up 0.31% of Institute for Wealth Management's portfolio in Q2 2026, its #60 holding.
- Institute for Wealth Management first reported a position in Adobe in Q2 2017 and has held it in 37 quarters since.
- Institute for Wealth Management's Adobe position peaked at $11.8M in Q2 2021.
- 1,992 funds tracked by Wall St. Rank held Adobe as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.