Phoenix Wealth Advisors
ADBE icon

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
Q3 		$205K Buy
+855
New +$214K 0.06% 127
2026
Q2 		– Sell
-864
Closed -$210K – 130
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Phoenix Wealth Advisors's ADBE Position: Q3 2026 in Review

Phoenix Wealth Advisors opened a new position in Adobe (ADBE) in Q3 2026: 855 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #127 among its holdings. This is a return to the name: Phoenix Wealth Advisors previously reported a position in ADBE as recently as Q1 2026.

Phoenix Wealth Advisors first reported a position in ADBE in Q4 2020 and has held it in 22 quarters since. The position peaked at $895K in Q2 2021. 977 funds tracked by Wall St. Rank hold ADBE as of Q3 2026.

  • Phoenix Wealth Advisors held 855 shares of Adobe worth $205K as of Q3 2026.
  • Adobe was a new Phoenix Wealth Advisors position in Q3 2026.
  • Adobe made up 0.06% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #127 holding.
  • Phoenix Wealth Advisors first reported a position in Adobe in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Adobe position peaked at $895K in Q2 2021.
  • 977 funds tracked by Wall St. Rank held Adobe as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.