Root Financial Partners
ADBE icon

Root Financial Partners’s Adobe ADBE Stock Holding History

Root Financial Partners’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 		$246K Sell
1,026
-170
-14% -$42.6K 0.01% 369
2026
Q2 		$245K Buy
1,196
+155
+15% +$36.7K 0.01% 333
2026
Q1 		$253K Sell
1,041
-146
-12% -$40.4K 0.01% 288
2025
Q4 		$415K Buy
1,187
+703
+145% +$239K 0.02% 187
2025
Q3 		$171K Sell
484
-365
-43% -$131K 0.01% 312
2025
Q2 		$328K Buy
849
+87
+11% +$33.5K 0.03% 175
2025
Q1 		$292K Buy
762
+159
+26% +$68.2K 0.03% 159
2024
Q4 		$268K Buy
603
+175
+41% +$86.6K 0.03% 166
2024
Q3 		$222K Buy
+428
New +$235K 0.04% 142
2024
Q2 		– Sell
-413
Closed -$208K – 114
2024
Q1 		$208K Buy
+413
New +$237K 0.06% 92

Other funds holding ADBE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Root Financial Partners's ADBE Position: Q3 2026 in Review

Root Financial Partners reduced its Adobe (ADBE) stake by 14% in Q3 2026, selling an estimated $42.6K and leaving 1,026 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #369.

Root Financial Partners first reported a position in ADBE in Q1 2024 and has held it in 10 quarters since. The position peaked at $415K in Q4 2025. 1,731 funds tracked by Wall St. Rank hold ADBE as of Q3 2026.

  • Root Financial Partners held 1,026 shares of Adobe worth $246K as of Q3 2026.
  • Root Financial Partners sold 170 Adobe shares in Q3 2026, an estimated $42.6K.
  • Adobe made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #369 holding.
  • Root Financial Partners first reported a position in Adobe in Q1 2024 and has held it in 10 quarters since.
  • Root Financial Partners's Adobe position peaked at $415K in Q4 2025.
  • 1,731 funds tracked by Wall St. Rank held Adobe as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.