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Roberts Wealth Advisors’s Adobe ADBE Stock Holding History

Roberts 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 		$1.26M Sell
5,192
-343
-6% -$95K 0.32% 68
2025
Q4 		$1.94M Sell
5,535
-3,002
-35% -$1.02M 0.51% 54
2025
Q3 		$3.01M Buy
8,537
+16
+0.2% +$5.74K 0.8% 41
2025
Q2 		$3.3M Buy
8,521
+722
+9% +$278K 0.95% 36
2025
Q1 		$2.99M Buy
7,799
+517
+7% +$222K 0.92% 38
2024
Q4 		$3.04M Sell
7,282
-261
-3% -$129K 0.92% 36
2024
Q3 		$3.74M Buy
7,543
+272
+4% +$149K 1.21% 27
2024
Q2 		$4.12M Buy
7,271
+262
+4% +$127K 1.4% 23
2024
Q1 		$3.29M Buy
+7,009
New +$4.02M 1.23% 31
2023
Q4 		– Sell
-6,946
Closed -$3.83M – 56
2023
Q3 		$3.83M Buy
6,946
+98
+1% +$51.4K 1.68% 18
2023
Q2 		$3.35M Buy
6,848
+60
+0.9% +$24.2K 1.47% 25
2023
Q1 		$2.61M Buy
6,788
+298
+5% +$106K 1.2% 30
2022
Q4 		$2.19M Buy
6,490
+2,236
+53% +$715K 1.06% 38
2022
Q3 		$1.27M Buy
4,254
+224
+6% +$84.8K 0.62% 48
2022
Q2 		$1.57M Buy
4,030
+325
+9% +$132K 0.68% 45
2022
Q1 		$1.7M Buy
3,705
+101
+3% +$48.6K 0.67% 44
2021
Q4 		$2.03M Buy
3,604
+536
+17% +$335K 0.73% 45
2021
Q3 		$1.77M Buy
+3,068
New +$1.93M 0.7% 48

Other funds holding ADBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Roberts Wealth Advisors reduced its Adobe (ADBE) stake by 6.2% in Q1 2026, selling an estimated $95K and leaving 5,192 shares worth $1.26M. The position accounts for 0.32% of the portfolio, ranked #68.

Roberts Wealth Advisors first reported a position in ADBE in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.12M in Q2 2024. 2,182 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Roberts Wealth Advisors held 5,192 shares of Adobe worth $1.26M as of Q1 2026.
  • Roberts Wealth Advisors sold 343 Adobe shares in Q1 2026, an estimated $95K.
  • Adobe made up 0.32% of Roberts Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • Roberts Wealth Advisors first reported a position in Adobe in Q3 2021 and has held it in 18 quarters since.
  • Roberts Wealth Advisors's Adobe position peaked at $4.12M in Q2 2024.
  • 2,182 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.