SC&H Financial Advisors’s Adobe ADBE Stock Holding History

SC&H Financial 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	–	Sell	-758	Closed	-$265K	–	157
2025 Q4	$265K	Buy	758 +40	+6%	+$13.6K	0.04%	137
2025 Q3	$253K	Sell	718 -222	-24%	-$79.6K	0.04%	133
2025 Q2	$364K	Buy	940 +32	+4%	+$12.3K	0.06%	104
2025 Q1	$348K	Hold	908	–	–	0.07%	107
2024 Q4	$404K	Hold	908	–	–	0.08%	96
2024 Q3	$470K	Hold	908	–	–	0.1%	95
2024 Q2	$504K	Hold	908	–	–	0.12%	86
2024 Q1	$458K	Hold	908	–	–	0.12%	92
2023 Q4	$542K	Sell	908 -51	-5%	-$29.4K	0.16%	85
2023 Q3	$489K	Hold	959	–	–	0.16%	86
2023 Q2	$469K	Hold	959	–	–	0.16%	93
2023 Q1	$370K	Buy	959 +203	+27%	+$72.2K	0.13%	102
2022 Q4	$254K	Sell	756 -62	-8%	-$19.8K	0.11%	114
2022 Q3	$225K	Sell	818 -190	-19%	-$71.9K	0.11%	120
2022 Q2	$369K	Sell	1,008 -140	-12%	-$57K	0.17%	100
2022 Q1	$523K	Sell	1,148 -90	-7%	-$43.3K	0.25%	87
2021 Q4	$702K	Buy	+1,238	New	+$774K	0.39%	58

Other funds holding ADBE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Arrowstreet Capital

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

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