Masso Torrence Wealth Management’s Adobe ADBE Stock Holding History

Masso Torrence 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 Q1	–	Sell	-561	Closed	-$249K	–	100
2024 Q4	$249K	Sell	561 -28	-5%	-$13.9K	0.13%	83
2024 Q3	$305K	Sell	589 -50	-8%	-$27.4K	0.16%	74
2024 Q2	$355K	Sell	639 -150	-19%	-$72.6K	0.2%	71
2024 Q1	$398K	Sell	789 -60	-7%	-$34.4K	0.24%	63
2023 Q4	$507K	Buy	849 +29	+4%	+$16.7K	0.35%	52
2023 Q3	$418K	Sell	820 -15	-2%	-$7.87K	0.32%	59
2023 Q2	$408K	Buy	835 +25	+3%	+$10.1K	0.29%	60
2023 Q1	$312K	Hold	810	–	–	0.25%	71
2022 Q4	$273K	Hold	810	–	–	0.22%	76
2022 Q3	$223K	Buy	810 +28	+4%	+$10.6K	0.2%	77
2022 Q2	$286K	Sell	782 -30	-4%	-$12.2K	0.25%	64
2022 Q1	$370K	Buy	812 +25	+3%	+$12K	0.3%	56
2021 Q4	$446K	Buy	+787	New	+$492K	0.31%	57

Other funds holding ADBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Masso Torrence Wealth Management's ADBE Position: Q1 2025 in Review

Masso Torrence Wealth Management sold out of Adobe (ADBE) in Q1 2025, closing a stake of 561 shares — an estimated $249K sold.

Masso Torrence Wealth Management first reported a position in ADBE in Q4 2021 and held it in 13 quarters. The position peaked at $507K in Q4 2023. 2,700 funds tracked by Wall St. Rank hold ADBE as of Q1 2025.

Masso Torrence Wealth Management reported no remaining Adobe position as of Q1 2025 after selling out during the quarter.
Masso Torrence Wealth Management sold 561 Adobe shares in Q1 2025, an estimated $249K.
Masso Torrence Wealth Management first reported a position in Adobe in Q4 2021 and held it in 13 quarters.
Masso Torrence Wealth Management's Adobe position peaked at $507K in Q4 2023.
2,700 funds tracked by Wall St. Rank held Adobe as of Q1 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.