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Merriman Wealth Management’s Adobe ADBE Stock Holding History

Merriman 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
2024
Q4 		$278K Buy
625
+80
+15% +$39.6K 0.01% 175
2024
Q3 		$282K Buy
545
+2
+0.4% +$1.1K 0.01% 176
2024
Q2 		$302K Sell
543
-76
-12% -$36.8K 0.01% 173
2024
Q1 		$312K Buy
+619
New +$355K 0.01% 163
2021
Q1 		– Sell
-840
Closed -$421K – 182
2020
Q4 		$421K Buy
+840
New +$406K 0.05% 154
2020
Q2 		– Sell
-1,098
Closed -$349K – 161
2020
Q1 		$349K Buy
1,098
+10
+0.9% +$3.42K 0.08% 105
2019
Q4 		$359K Sell
1,088
-106
-9% -$31.2K 0.07% 141
2019
Q3 		$330K Sell
1,194
-20
-2% -$5.84K 0.07% 136
2019
Q2 		$3.65K Sell
1,214
-2,631
-68% -$731K 0.07% 139
2019
Q1 		$1.02M Sell
3,845
-228
-6% -$57.5K 0.19% 98
2018
Q4 		$921K Sell
4,073
-138
-3% -$33.3K 0.2% 65
2018
Q3 		$1.14M Sell
4,211
-40
-0.9% -$10.3K 0.24% 69
2018
Q2 		$1.04M Sell
4,251
-1,811
-30% -$428K 0.24% 73
2018
Q1 		$1.31M Sell
6,062
-5,283
-47% -$1.07M 0.35% 63
2017
Q4 		$1.99M Sell
11,345
-140
-1% -$24.1K 0.49% 52
2017
Q3 		$1.71M Buy
+11,485
New +$1.71M 0.41% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Merriman Wealth Management's ADBE Position: Q4 2024 in Review

Merriman Wealth Management increased its Adobe (ADBE) stake by 15% in Q4 2024, buying an estimated $39.6K and bringing the position to 625 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #175.

Merriman Wealth Management first reported a position in ADBE in Q3 2017 and has held it in 16 quarters since. The position peaked at $1.99M in Q4 2017. 2,861 funds tracked by Wall St. Rank hold ADBE as of Q4 2024.

  • Merriman Wealth Management held 625 shares of Adobe worth $278K as of Q4 2024.
  • Merriman Wealth Management bought 80 Adobe shares in Q4 2024, an estimated $39.6K.
  • Adobe made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #175 holding.
  • Merriman Wealth Management first reported a position in Adobe in Q3 2017 and has held it in 16 quarters since.
  • Merriman Wealth Management's Adobe position peaked at $1.99M in Q4 2017.
  • 2,861 funds tracked by Wall St. Rank held Adobe as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.