MGIA
ADBE icon

Moneta Group Investment Advisors’s Adobe ADBE Stock Holding History

Moneta Group Investment 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
2026
Q1 		$2.49M Sell
10,257
-139
-1% -$38.5K 0.02% 244
2025
Q4 		$3.64M Sell
10,396
-402
-4% -$137K 0.03% 198
2025
Q3 		$3.81M Buy
10,798
+5,879
+120% +$2.11M 0.03% 190
2025
Q2 		$1.9M Buy
4,919
+520
+12% +$200K 0.02% 229
2025
Q1 		$1.69M Buy
4,399
+18
+0.4% +$7.72K 0.02% 226
2024
Q4 		$1.95M Buy
4,381
+906
+26% +$449K 0.03% 211
2024
Q3 		$1.8M Buy
3,475
+297
+9% +$163K 0.03% 207
2024
Q2 		$1.77M Buy
3,178
+105
+3% +$50.8K 0.03% 199
2024
Q1 		$1.55M Buy
3,073
+331
+12% +$190K 0.03% 216
2023
Q4 		$1.64M Sell
2,742
-349
-11% -$201K 0.03% 191
2023
Q3 		$1.58M Buy
3,091
+87
+3% +$45.6K 0.04% 183
2023
Q2 		$1.47M Sell
3,004
-451
-13% -$182K 0.03% 195
2023
Q1 		$1.33M Buy
3,455
+804
+30% +$286K 0.03% 191
2022
Q4 		$982K Sell
2,651
-147
-5% -$47K 0.03% 208
2022
Q3 		$770K Sell
2,798
-494
-15% -$187K 0.03% 211
2022
Q2 		$1.21M Buy
3,292
+485
+17% +$197K 0.04% 185
2022
Q1 		$1.28M Buy
2,807
+238
+9% +$115K 0.05% 173
2021
Q4 		$1.46M Buy
2,569
+134
+6% +$83.8K 0.06% 162
2021
Q3 		$1.4M Buy
2,435
+27
+1% +$17K 0.06% 154
2021
Q2 		$1.41M Buy
2,408
+102
+4% +$52.6K 0.07% 161
2021
Q1 		$1.1M Sell
2,306
-2,095
-48% -$979K 0.06% 168
2020
Q4 		$2.2M Buy
4,401
+2,705
+159% +$1.31M 0.16% 93
2020
Q3 		$832K Buy
1,696
+17
+1% +$7.91K 0.07% 133
2020
Q2 		$731K Sell
1,679
-414
-20% -$153K 0.07% 129
2020
Q1 		$666K Sell
2,093
-308
-13% -$105K 0.07% 132
2019
Q4 		$792K Buy
2,401
+1,434
+148% +$422K 0.07% 136
2019
Q3 		$267K Buy
967
+173
+22% +$50.5K 0.03% 216
2019
Q2 		$234K Buy
794
+6
+0.8% +$1.67K 0.02% 207
2019
Q1 		$210K Sell
788
-976
-55% -$246K 0.02% 202
2018
Q4 		$399K Sell
1,764
-473
-21% -$114K 0.05% 153
2018
Q3 		$604K Sell
2,237
-4
-0.2% -$1.03K 0.06% 135
2018
Q2 		$546K Buy
+2,241
New +$530K 0.06% 162
2018
Q1 		– Sell
-5
Closed -$1K – 597
2017
Q4 		$1K Buy
+5
New +$860 ﹤0.01% 401
2015
Q4 		– Sell
-2,000
Closed -$164K – 141
2015
Q3 		$164K Buy
+2,000
New +$162K 0.05% 140
2015
Q2 		– Sell
-8,000
Closed -$592K – 125
2015
Q1 		$592K Buy
8,000
+3,500
+78% +$261K 0.25% 71
2014
Q4 		$327K Hold
4,500
– – 0.16% 110
2014
Q3 		$311K Hold
4,500
– – 0.16% 105
2014
Q2 		$326K Buy
+4,500
New +$290K 0.18% 98

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

Moneta Group Investment Advisors's ADBE Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Adobe (ADBE) stake by 1.3% in Q1 2026, selling an estimated $38.5K and leaving 10,257 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #244.

Moneta Group Investment Advisors first reported a position in ADBE in Q2 2014 and has held it in 38 quarters since. The position peaked at $3.81M in Q3 2025. 2,180 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Moneta Group Investment Advisors held 10,257 shares of Adobe worth $2.49M as of Q1 2026.
  • Moneta Group Investment Advisors sold 139 Adobe shares in Q1 2026, an estimated $38.5K.
  • Adobe made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #244 holding.
  • Moneta Group Investment Advisors first reported a position in Adobe in Q2 2014 and has held it in 38 quarters since.
  • Moneta Group Investment Advisors's Adobe position peaked at $3.81M in Q3 2025.
  • 2,180 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.