OFC Financial Planning’s Adobe ADBE Stock Holding History

OFC Financial Planning’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	-713	Closed	-$250K	–	57
2025 Q4	$250K	Buy	+713	New	+$242K	0.24%	51

Other funds holding ADBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

OFC Financial Planning's ADBE Position: Q1 2026 in Review

OFC Financial Planning sold out of Adobe (ADBE) in Q1 2026, closing a stake of 713 shares — an estimated $250K sold.

OFC Financial Planning first reported a position in ADBE in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 2,187 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

OFC Financial Planning reported no remaining Adobe position as of Q1 2026 after selling out during the quarter.
OFC Financial Planning sold 713 Adobe shares in Q1 2026, an estimated $250K.
OFC Financial Planning first reported a position in Adobe in Q4 2025 and held it in 1 quarter.
OFC Financial Planning's Adobe position peaked at $250K in Q4 2025.
2,187 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on OFC Financial Planning's 13F filing for Q1 2026, filed 7 May 2026.