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Marshall & Sterling Wealth Advisors’s Adobe ADBE Stock Holding History

Marshall & Sterling Wealth 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
2025
Q3 		– Sell
-1,168
Closed -$452K – 645
2025
Q2 		$452K Sell
1,168
-118
-9% -$45.5K 0.31% 57
2025
Q1 		$493K Buy
1,286
+182
+16% +$78K 0.34% 59
2024
Q4 		$491K Buy
+1,104
New +$547K 0.34% 56

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ADBE Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Adobe (ADBE) in Q3 2025, closing a stake of 1,168 shares — an estimated $452K sold.

Marshall & Sterling Wealth Advisors first reported a position in ADBE in Q4 2024 and held it in 3 quarters. The position peaked at $493K in Q1 2025. 2,492 funds tracked by Wall St. Rank hold ADBE as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Adobe position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 1,168 Adobe shares in Q3 2025, an estimated $452K.
  • Marshall & Sterling Wealth Advisors first reported a position in Adobe in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Adobe position peaked at $493K in Q1 2025.
  • 2,492 funds tracked by Wall St. Rank held Adobe as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.