Phoenix Wealth Advisors’s Adobe ADBE Stock Holding History

Phoenix Wealth 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	$210K	Sell	864 -490	-36%	-$136K	0.08%	121
2025 Q4	$474K	Hold	1,354	–	–	0.18%	84
2025 Q3	$478K	Buy	1,354 +2	+0.1%	+$718	0.18%	84
2025 Q2	$523K	Hold	1,352	–	–	0.22%	79
2025 Q1	$519K	Sell	1,352 -17	-1%	-$7.29K	0.23%	77
2024 Q4	$609K	Buy	1,369 +8	+0.6%	+$3.96K	0.26%	71
2024 Q3	$705K	Hold	1,361	–	–	0.33%	62
2024 Q2	$756K	Hold	1,361	–	–	0.38%	59
2024 Q1	$687K	Buy	1,361 +9	+0.7%	+$5.16K	0.42%	57
2023 Q4	$784K	Hold	1,352	–	–	0.55%	43
2023 Q3	$689K	Hold	1,352	–	–	0.41%	41
2023 Q2	$661K	Hold	1,352	–	–	0.38%	43
2023 Q1	$521K	Hold	1,352	–	–	0.32%	46
2022 Q4	$455K	Hold	1,352	–	–	0.27%	49
2022 Q3	$372K	Sell	1,352 -158	-10%	-$59.8K	0.37%	60
2022 Q2	$553K	Buy	+1,510	New	+$615K	0.55%	43
2022 Q1	–	Sell	-1,513	Closed	-$858K	–	94
2021 Q4	$858K	Buy	1,513 +13	+0.9%	+$8.13K	0.65%	38
2021 Q3	$864K	Hold	1,500	–	–	0.65%	43
2021 Q2	$895K	Hold	1,500	–	–	0.65%	44
2021 Q1	$725K	Sell	1,500 -53	-3%	-$24.8K	0.56%	46
2020 Q4	$777K	Buy	+1,553	New	+$750K	0.59%	44

Other funds holding ADBE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

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

Phoenix Wealth Advisors's ADBE Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Adobe (ADBE) stake by 36% in Q1 2026, selling an estimated $136K and leaving 864 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #121.

Phoenix Wealth Advisors first reported a position in ADBE in Q4 2020 and has held it in 21 quarters since. The position peaked at $895K in Q2 2021. 2,178 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

Phoenix Wealth Advisors held 864 shares of Adobe worth $210K as of Q1 2026.
Phoenix Wealth Advisors sold 490 Adobe shares in Q1 2026, an estimated $136K.
Adobe made up 0.08% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #121 holding.
Phoenix Wealth Advisors first reported a position in Adobe in Q4 2020 and has held it in 21 quarters since.
Phoenix Wealth Advisors's Adobe position peaked at $895K in Q2 2021.
2,178 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.