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Roehl & Yi Investment Advisors’s Adobe ADBE Stock Holding History

Roehl & Yi Investment 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 		$177K Sell
19,729
-66
-0.3% -$15.6K 0.06% 182
2026
Q1 		$222K Buy
19,795
+152
+0.8% +$42.1K 0.08% 159
2025
Q4 		$259K Sell
19,643
-120
-0.6% -$40.8K 0.1% 138
2025
Q3 		$303K Buy
19,763
+18,752
+1,855% +$6.73M 0.13% 125
2025
Q2 		$391K Buy
+1,011
New +$390K 0.2% 104
2025
Q1 		– Sell
-559
Closed -$249K – 153
2024
Q4 		$249K Buy
+559
New +$277K 0.14% 126

Other funds holding ADBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Roehl & Yi Investment Advisors's ADBE Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Adobe (ADBE) stake by 0.33% in Q2 2026, selling an estimated $15.6K and leaving 19,729 shares worth $177K. The position accounts for 0.06% of the portfolio, ranked #182.

Roehl & Yi Investment Advisors first reported a position in ADBE in Q4 2024 and has held it in 6 quarters since. The position peaked at $391K in Q2 2025. 1,986 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.

  • Roehl & Yi Investment Advisors held 19,729 shares of Adobe worth $177K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 66 Adobe shares in Q2 2026, an estimated $15.6K.
  • Adobe made up 0.06% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #182 holding.
  • Roehl & Yi Investment Advisors first reported a position in Adobe in Q4 2024 and has held it in 6 quarters since.
  • Roehl & Yi Investment Advisors's Adobe position peaked at $391K in Q2 2025.
  • 1,986 funds tracked by Wall St. Rank held Adobe as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.