Mount Yale Investment Advisors’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $215K | Buy |
+884
| New | +$245K | 0.01% | 1028 |
|
|
2025
Q4 | – | Sell |
-854
| Closed | -$301K | – | 721 |
|
|
2025
Q3 | $301K | Sell |
854
-745
| -47% | -$267K | 0.02% | 522 |
|
|
2025
Q2 | $618K | Sell |
1,599
-430
| -21% | -$166K | 0.05% | 299 |
|
|
2025
Q1 | $778K | Sell |
2,029
-654
| -24% | -$280K | 0.07% | 237 |
|
|
2024
Q4 | $1.19M | Sell |
2,683
-723
| -21% | -$358K | 0.1% | 173 |
|
|
2024
Q3 | $1.76M | Sell |
3,406
-68
| -2% | -$37.3K | 0.17% | 132 |
|
|
2024
Q2 | $1.93M | Sell |
3,474
-57
| -2% | -$27.6K | 0.15% | 126 |
|
|
2024
Q1 | $1.78M | Buy |
3,531
+23
| +0.7% | +$13.2K | 0.14% | 146 |
|
|
2023
Q4 | $2.09M | Sell |
3,508
-353
| -9% | -$204K | 0.2% | 116 |
|
|
2023
Q3 | $1.97M | Buy |
3,861
+588
| +18% | +$308K | 0.21% | 107 |
|
|
2023
Q2 | $1.6M | Sell |
3,273
-621
| -16% | -$250K | 0.17% | 131 |
|
|
2023
Q1 | $1.5M | Buy |
3,894
+717
| +23% | +$255K | 0.17% | 129 |
|
|
2022
Q4 | $1.07M | Sell |
3,177
-278
| -8% | -$88.9K | 0.12% | 175 |
|
|
2022
Q3 | $951K | Sell |
3,455
-947
| -22% | -$358K | 0.13% | 170 |
|
|
2022
Q2 | $1.61M | Sell |
4,402
-500
| -10% | -$203K | 0.2% | 110 |
|
|
2022
Q1 | $2.23M | Sell |
4,902
-668
| -12% | -$321K | 0.24% | 100 |
|
|
2021
Q4 | $3.16M | Sell |
5,570
-1,058
| -16% | -$661K | 0.33% | 75 |
|
|
2021
Q3 | $3.82M | Sell |
6,628
-938
| -12% | -$590K | 0.44% | 54 |
|
|
2021
Q2 | $4.43M | Sell |
7,566
-60
| -0.8% | -$30.9K | 0.54% | 45 |
|
|
2021
Q1 | $3.63M | Buy |
7,626
+494
| +7% | +$231K | 0.47% | 53 |
|
|
2020
Q4 | $3.57M | Buy |
7,132
+357
| +5% | +$172K | 0.5% | 51 |
|
|
2020
Q3 | $3.32M | Buy |
6,775
+738
| +12% | +$343K | 0.47% | 51 |
|
|
2020
Q2 | $2.63M | Buy |
6,037
+1,653
| +38% | +$612K | 0.47% | 56 |
|
|
2020
Q1 | $1.4M | Buy |
4,384
+3,593
| +454% | +$1.23M | 0.31% | 80 |
|
|
2019
Q4 | $278K | Sell |
791
-294
| -27% | -$86.5K | 0.05% | 287 |
|
|
2019
Q3 | $317K | Buy |
1,085
+205
| +23% | +$59.8K | 0.06% | 263 |
|
|
2019
Q2 | $254K | Sell |
880
-132
| -13% | -$36.7K | 0.05% | 278 |
|
|
2019
Q1 | $270K | Sell |
1,012
-5
| -0.5% | -$1.26K | 0.05% | 270 |
|
|
2018
Q4 | $263K | Buy |
1,017
+47
| +5% | +$11.3K | 0.05% | 272 |
|
|
2018
Q3 | $246K | Buy |
970
+286
| +42% | +$73.7K | 0.04% | 283 |
|
|
2018
Q2 | $167K | Buy |
684
+75
| +12% | +$17.7K | 0.03% | 325 |
|
|
2018
Q1 | $132K | Buy |
+609
| New | +$124K | 0.03% | 372 |
|
Other funds holding ADBE
VCM
VPM
Mount Yale Investment Advisors's ADBE Position: Q1 2026 in Review
Mount Yale Investment Advisors opened a new position in Adobe (ADBE) in Q1 2026: 884 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #1028 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ADBE as recently as Q3 2025.
Mount Yale Investment Advisors first reported a position in ADBE in Q1 2018 and has held it in 32 quarters since. The position peaked at $4.43M in Q2 2021. 2,181 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.
- Mount Yale Investment Advisors held 884 shares of Adobe worth $215K as of Q1 2026.
- Adobe was a new Mount Yale Investment Advisors position in Q1 2026.
- Adobe made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1028 holding.
- Mount Yale Investment Advisors first reported a position in Adobe in Q1 2018 and has held it in 32 quarters since.
- Mount Yale Investment Advisors's Adobe position peaked at $4.43M in Q2 2021.
- 2,181 funds tracked by Wall St. Rank held Adobe as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.