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Legacy Financial Advisors’s Adobe ADBE Stock Holding History

Legacy Financial 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
2026
Q1 		$885K Buy
3,639
+1,714
+89% +$475K 0.12% 151
2025
Q4 		$674K Buy
1,925
+75
+4% +$25.5K 0.09% 183
2025
Q3 		$653K Buy
1,850
+447
+32% +$160K 0.09% 195
2025
Q2 		$543K Sell
1,403
-614
-30% -$237K 0.08% 190
2025
Q1 		$774K Buy
2,017
+500
+33% +$214K 0.13% 139
2024
Q4 		$675K Sell
1,517
-547
-27% -$271K 0.11% 155
2024
Q3 		$1.07M Buy
2,064
+99
+5% +$54.3K 0.18% 93
2024
Q2 		$1.09M Buy
1,965
+316
+19% +$153K 0.19% 83
2024
Q1 		$832K Sell
1,649
-211
-11% -$121K 0.15% 112
2023
Q4 		$1.11M Buy
1,860
+140
+8% +$80.7K 0.21% 75
2023
Q3 		$877K Buy
1,720
+317
+23% +$166K 0.18% 77
2023
Q2 		$686K Buy
1,403
+131
+10% +$52.8K 0.13% 92
2023
Q1 		$490K Buy
1,272
+12
+1% +$4.26K 0.1% 130
2022
Q4 		$424K Buy
1,260
+507
+67% +$162K 0.09% 129
2022
Q3 		$207K Buy
753
+24
+3% +$9.08K 0.05% 207
2022
Q2 		$267K Sell
729
-267
-27% -$109K 0.07% 164
2022
Q1 		$454K Buy
996
+307
+45% +$148K 0.1% 111
2021
Q4 		$391K Sell
689
-150
-18% -$93.8K 0.09% 115
2021
Q3 		$483K Buy
839
+120
+17% +$75.5K 0.12% 79
2021
Q2 		$421K Buy
719
+27
+4% +$13.9K 0.11% 87
2021
Q1 		$329K Buy
692
+22
+3% +$10.3K 0.09% 95
2020
Q4 		$335K Sell
670
-40
-6% -$19.3K 0.09% 88
2020
Q3 		$348K Buy
+710
New +$330K 0.11% 75
2019
Q2 		– Sell
-376
Closed -$100K – 126
2019
Q1 		$100K Buy
376
+20
+6% +$5.04K 0.03% 162
2018
Q4 		$81K Buy
356
+15
+4% +$3.62K 0.03% 163
2018
Q3 		$92K Buy
341
+15
+5% +$3.87K 0.03% 179
2018
Q2 		$84K Sell
326
-6
-2% -$1.42K 0.03% 189
2018
Q1 		$74K Sell
332
-16
-5% -$3.25K 0.03% 199
2017
Q4 		$60K Buy
+348
New +$59.9K 0.02% 217

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

Legacy Financial Advisors's ADBE Position: Q1 2026 in Review

Legacy Financial Advisors increased its Adobe (ADBE) stake by 89% in Q1 2026, buying an estimated $475K and bringing the position to 3,639 shares worth $885K. The position accounts for 0.12% of the portfolio, ranked #151.

Legacy Financial Advisors first reported a position in ADBE in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.11M in Q4 2023. 2,182 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Legacy Financial Advisors held 3,639 shares of Adobe worth $885K as of Q1 2026.
  • Legacy Financial Advisors bought 1,714 Adobe shares in Q1 2026, an estimated $475K.
  • Adobe made up 0.12% of Legacy Financial Advisors's portfolio in Q1 2026, its #151 holding.
  • Legacy Financial Advisors first reported a position in Adobe in Q4 2017 and has held it in 29 quarters since.
  • Legacy Financial Advisors's Adobe position peaked at $1.11M in Q4 2023.
  • 2,182 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.