Planned Solutions’s Adobe ADBE Stock Holding History

Planned Solutions’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
2025 Q2	–	Sell	-669	Closed	-$257K	–	124
2025 Q1	$257K	Hold	669	–	–	0.1%	96
2024 Q4	$297K	Hold	669	–	–	0.12%	77
2024 Q3	$346K	Hold	669	–	–	0.14%	66
2024 Q2	$372K	Sell	669 -9	-1%	-$4.36K	0.18%	60
2024 Q1	$342K	Buy	678 +9	+1%	+$5.16K	0.17%	61
2023 Q4	$399K	Hold	669	–	–	0.19%	53
2023 Q3	$341K	Buy	669 +13	+2%	+$6.82K	0.21%	52
2023 Q2	$321K	Hold	656	–	–	0.19%	52
2023 Q1	$253K	Hold	656	–	–	0.16%	62
2022 Q4	$221K	Buy	+656	New	+$210K	0.16%	69
2022 Q3	–	Sell	-656	Closed	-$240K	–	66
2022 Q2	$240K	Sell	656 -128	-16%	-$52.1K	0.22%	52
2022 Q1	$357K	Hold	784	–	–	0.25%	44
2021 Q4	$445K	Buy	+784	New	+$490K	0.3%	44
2021 Q2	$459K	Hold	784	–	–	0.32%	40
2021 Q1	$373K	Buy	784 +368	+88%	+$172K	0.29%	41
2020 Q4	$208K	Hold	416	–	–	0.17%	52
2020 Q3	$204K	Buy	+416	New	+$194K	0.2%	46

Other funds holding ADBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Planned Solutions's ADBE Position: Q2 2025 in Review

Planned Solutions sold out of Adobe (ADBE) in Q2 2025, closing a stake of 669 shares — an estimated $257K sold.

Planned Solutions first reported a position in ADBE in Q3 2020 and held it in 17 quarters. The position peaked at $459K in Q2 2021. 2,688 funds tracked by Wall St. Rank hold ADBE as of Q2 2025.

Planned Solutions reported no remaining Adobe position as of Q2 2025 after selling out during the quarter.
Planned Solutions sold 669 Adobe shares in Q2 2025, an estimated $257K.
Planned Solutions first reported a position in Adobe in Q3 2020 and held it in 17 quarters.
Planned Solutions's Adobe position peaked at $459K in Q2 2021.
2,688 funds tracked by Wall St. Rank held Adobe as of Q2 2025.

Based on Planned Solutions's 13F filing for Q2 2025, filed 29 Jul 2025.