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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Phoenix Wealth Advisors's ADBE Position: Q2 2026 in Review

Phoenix Wealth Advisors sold out of Adobe (ADBE) in Q2 2026, closing a stake of 864 shares — an estimated $210K sold.

Phoenix Wealth Advisors first reported a position in ADBE in Q4 2020 and held it in 21 quarters. The position peaked at $895K in Q2 2021. 1,992 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.

Phoenix Wealth Advisors reported no remaining Adobe position as of Q2 2026 after selling out during the quarter.
Phoenix Wealth Advisors sold 864 Adobe shares in Q2 2026, an estimated $210K.
Phoenix Wealth Advisors first reported a position in Adobe in Q4 2020 and held it in 21 quarters.
Phoenix Wealth Advisors's Adobe position peaked at $895K in Q2 2021.
1,992 funds tracked by Wall St. Rank held Adobe as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.