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Marcum Wealth’s Adobe ADBE Stock Holding History

Marcum Wealth’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
Q1 		$377K Hold
983
– – 0.03% 238
2024
Q4 		$437K Sell
983
-169
-15% -$83.7K 0.04% 216
2024
Q3 		$596K Buy
1,152
+49
+4% +$26.9K 0.06% 169
2024
Q2 		$613K Sell
1,103
-244
-18% -$118K 0.06% 159
2024
Q1 		$680K Sell
1,347
-87
-6% -$49.9K 0.07% 144
2023
Q4 		$856K Sell
1,434
-67
-4% -$38.6K 0.09% 114
2023
Q3 		$765K Buy
1,501
+54
+4% +$28.3K 0.09% 114
2023
Q2 		$708K Sell
1,447
-709
-33% -$286K 0.08% 128
2023
Q1 		$831K Buy
2,156
+994
+86% +$353K 0.1% 115
2022
Q4 		$391K Sell
1,162
-308
-21% -$98.5K 0.05% 202
2022
Q3 		$405K Buy
1,470
+229
+18% +$86.6K 0.06% 184
2022
Q2 		$454K Sell
1,241
-53
-4% -$21.6K 0.07% 172
2022
Q1 		$590K Sell
1,294
-68
-5% -$32.7K 0.08% 139
2021
Q4 		$772K Buy
1,362
+15
+1% +$9.38K 0.11% 124
2021
Q3 		$775K Buy
1,347
+130
+11% +$81.8K 0.12% 122
2021
Q2 		$713K Buy
1,217
+10
+0.8% +$5.16K 0.12% 124
2021
Q1 		$574K Buy
+1,207
New +$564K 0.09% 135

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marcum Wealth's ADBE Position: Q1 2025 in Review

Marcum Wealth held its Adobe (ADBE) position steady in Q1 2025 at 983 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #238.

Marcum Wealth first reported a position in ADBE in Q1 2021 and has held it in 17 quarters since. The position peaked at $856K in Q4 2023. 2,701 funds tracked by Wall St. Rank hold ADBE as of Q1 2025.

  • Marcum Wealth held 983 shares of Adobe worth $377K as of Q1 2025.
  • Marcum Wealth left its Adobe share count unchanged in Q1 2025.
  • Adobe made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #238 holding.
  • Marcum Wealth first reported a position in Adobe in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Adobe position peaked at $856K in Q4 2023.
  • 2,701 funds tracked by Wall St. Rank held Adobe as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.