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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 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

Root Financial Partners's ADBE Position: Q1 2026 in Review

Root Financial Partners reduced its Adobe (ADBE) stake by 12% in Q1 2026, selling an estimated $40.4K and leaving 1,041 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #288.

Root Financial Partners first reported a position in ADBE in Q1 2024 and has held it in 8 quarters since. The position peaked at $415K in Q4 2025. 2,181 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

Root Financial Partners held 1,041 shares of Adobe worth $253K as of Q1 2026.
Root Financial Partners sold 146 Adobe shares in Q1 2026, an estimated $40.4K.
Adobe made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #288 holding.
Root Financial Partners first reported a position in Adobe in Q1 2024 and has held it in 8 quarters since.
Root Financial Partners's Adobe position peaked at $415K in Q4 2025.
2,181 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.