MGWM
ADBE icon

Marks Group Wealth Management’s Adobe ADBE Stock Holding History

Marks Group 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
2025
Q4 		– Sell
-623
Closed -$220K – 333
2025
Q3 		$220K Hold
623
– – 0.02% 287
2025
Q2 		$241K Sell
623
-10
-2% -$3.85K 0.02% 275
2025
Q1 		$243K Sell
633
-4
-0.6% -$1.72K 0.02% 284
2024
Q4 		$283K Hold
637
– – 0.03% 261
2024
Q3 		$330K Sell
637
-3,827
-86% -$2.1M 0.03% 250
2024
Q2 		$2.48M Sell
4,464
-1
-0% -$484 0.26% 103
2024
Q1 		$2.25M Sell
4,465
-3,863
-46% -$2.21M 0.24% 111
2023
Q4 		$4.97M Sell
8,328
-328
-4% -$189K 0.57% 74
2023
Q3 		$4.41M Sell
8,656
-475
-5% -$249K 0.55% 77
2023
Q2 		$4.46M Sell
9,131
-182
-2% -$73.3K 0.53% 78
2023
Q1 		$3.59M Buy
9,313
+109
+1% +$38.7K 0.46% 83
2022
Q4 		$3.1M Sell
9,204
-133
-1% -$42.5K 0.42% 85
2022
Q3 		$2.57M Buy
9,337
+4,698
+101% +$1.78M 0.39% 92
2022
Q2 		$1.7M Buy
4,639
+105
+2% +$42.7K 0.24% 119
2022
Q1 		$2.07M Buy
4,534
+383
+9% +$184K 0.26% 107
2021
Q4 		$2.38M Buy
4,151
+97
+2% +$60.6K 0.29% 106
2021
Q3 		$2.33M Sell
4,054
-35
-0.9% -$22K 0.32% 106
2021
Q2 		$2.42M Buy
4,089
+1,651
+68% +$851K 0.33% 107
2021
Q1 		$1.05M Buy
2,438
+84
+4% +$39.3K 0.16% 137
2020
Q4 		$1.18M Buy
2,354
+63
+3% +$30.4K 0.18% 135
2020
Q3 		$1.12M Sell
2,291
-10
-0.4% -$4.65K 0.2% 129
2020
Q2 		$937K Buy
2,301
+1,412
+159% +$523K 0.19% 129
2020
Q1 		$283K Hold
889
– – 0.07% 178
2019
Q4 		$293K Buy
+889
New +$262K 0.06% 206

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Marks Group Wealth Management's ADBE Position: Q4 2025 in Review

Marks Group Wealth Management sold out of Adobe (ADBE) in Q4 2025, closing a stake of 623 shares — an estimated $220K sold.

Marks Group Wealth Management first reported a position in ADBE in Q4 2019 and held it in 24 quarters. The position peaked at $4.97M in Q4 2023. 2,531 funds tracked by Wall St. Rank hold ADBE as of Q4 2025.

  • Marks Group Wealth Management reported no remaining Adobe position as of Q4 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 623 Adobe shares in Q4 2025, an estimated $220K.
  • Marks Group Wealth Management first reported a position in Adobe in Q4 2019 and held it in 24 quarters.
  • Marks Group Wealth Management's Adobe position peaked at $4.97M in Q4 2023.
  • 2,531 funds tracked by Wall St. Rank held Adobe as of Q4 2025.

Based on Marks Group Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.