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McKinley Carter Wealth Services’s Adobe ADBE Stock Holding History

McKinley Carter Wealth Services’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 		– Sell
-754
Closed -$264K – 306
2025
Q4 		$264K Sell
754
-13,923
-95% -$4.74M 0.01% 286
2025
Q3 		$5.18M Sell
14,677
-173
-1% -$62.1K 0.27% 72
2025
Q2 		$5.75M Buy
14,850
+2,166
+17% +$835K 0.32% 65
2025
Q1 		$4.86M Sell
12,684
-9
-0.1% -$3.86K 0.3% 65
2024
Q4 		$5.64M Sell
12,693
-36
-0.3% -$17.8K 0.35% 63
2024
Q3 		$6.59M Sell
12,729
-385
-3% -$211K 0.4% 56
2024
Q2 		$7.29M Buy
13,114
+518
+4% +$251K 0.46% 52
2024
Q1 		$6.36M Buy
12,596
+854
+7% +$490K 0.42% 58
2023
Q4 		$7.01M Buy
11,742
+3,470
+42% +$2M 0.51% 47
2023
Q3 		$4.22M Buy
8,272
+412
+5% +$216K 0.34% 59
2023
Q2 		$3.84M Buy
7,860
+6,531
+491% +$2.63M 0.29% 66
2023
Q1 		$512K Sell
1,329
-85
-6% -$30.2K 0.04% 201
2022
Q4 		$476K Sell
1,414
-2
-0.1% -$640 0.04% 203
2022
Q3 		$390K Sell
1,416
-51
-3% -$19.3K 0.04% 213
2022
Q2 		$537K Sell
1,467
-30
-2% -$12.2K 0.05% 189
2022
Q1 		$682K Hold
1,497
– – 0.05% 176
2021
Q4 		$849K Buy
1,497
+10
+0.7% +$6.25K 0.06% 154
2021
Q3 		$856K Buy
1,487
+1
+0.1% +$629 0.07% 151
2021
Q2 		$870K Sell
1,486
-32
-2% -$16.5K 0.07% 150
2021
Q1 		$722K Sell
1,518
-122
-7% -$57K 0.06% 160
2020
Q4 		$821K Buy
1,640
+92
+6% +$44.4K 0.11% 137
2020
Q3 		$759K Hold
1,548
– – 0.17% 86
2020
Q2 		$674K Hold
1,548
– – 0.17% 84
2020
Q1 		$493K Sell
1,548
-6
-0.4% -$2.05K 0.15% 88
2019
Q4 		$513K Buy
1,554
+6
+0.4% +$1.76K 0.12% 110
2019
Q3 		$428K Hold
1,548
– – 0.11% 115
2019
Q2 		$456K Buy
1,548
+127
+9% +$35.3K 0.12% 111
2019
Q1 		$379K Hold
1,421
– – 0.11% 114
2018
Q4 		$321K Sell
1,421
-37
-3% -$8.93K 0.11% 118
2018
Q3 		$394K Buy
1,458
+37
+3% +$9.54K 0.12% 111
2018
Q2 		$346K Sell
1,421
-65
-4% -$15.4K 0.11% 118
2018
Q1 		$321K Hold
1,486
– – 0.1% 125
2017
Q4 		$260K Buy
1,486
+65
+5% +$11.2K 0.09% 135
2017
Q3 		$212K Hold
1,421
– – 0.08% 137
2017
Q2 		$201K Buy
+1,421
New +$195K 0.09% 127

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

McKinley Carter Wealth Services's ADBE Position: Q1 2026 in Review

McKinley Carter Wealth Services sold out of Adobe (ADBE) in Q1 2026, closing a stake of 754 shares — an estimated $264K sold.

McKinley Carter Wealth Services first reported a position in ADBE in Q2 2017 and held it in 35 quarters. The position peaked at $7.29M in Q2 2024. 2,179 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • McKinley Carter Wealth Services reported no remaining Adobe position as of Q1 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 754 Adobe shares in Q1 2026, an estimated $264K.
  • McKinley Carter Wealth Services first reported a position in Adobe in Q2 2017 and held it in 35 quarters.
  • McKinley Carter Wealth Services's Adobe position peaked at $7.29M in Q2 2024.
  • 2,179 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.