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SFMG Wealth Advisors’s Adobe ADBE Stock Holding History

SFMG 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
Q2 		$3.29M Sell
16,038
-890
-5% -$211K 0.2% 59
2026
Q1 		$4.11M Buy
16,928
+563
+3% +$156K 0.28% 51
2025
Q4 		$5.73M Sell
16,365
-249
-1% -$84.7K 0.38% 38
2025
Q3 		$5.86M Buy
16,614
+2,812
+20% +$1.01M 0.41% 39
2025
Q2 		$5.34M Buy
13,802
+24
+0.2% +$9.25K 0.4% 39
2025
Q1 		$5.28M Buy
13,778
+2,528
+22% +$1.08M 0.42% 35
2024
Q4 		$5M Buy
11,250
+10,516
+1,433% +$5.21M 0.39% 39
2024
Q3 		$380K Buy
734
+26
+4% +$14.3K 0.03% 174
2024
Q2 		$393K Buy
708
+21
+3% +$10.2K 0.03% 166
2024
Q1 		$347K Buy
687
+7
+1% +$4.01K 0.03% 183
2023
Q4 		$406K Buy
680
+23
+4% +$13.3K 0.04% 160
2023
Q3 		$335K Sell
657
-8
-1% -$4.2K 0.03% 168
2023
Q2 		$325K Sell
665
-34
-5% -$13.7K 0.03% 169
2023
Q1 		$269K Buy
699
+38
+6% +$13.5K 0.03% 193
2022
Q4 		$222K Sell
661
-260
-28% -$83.2K 0.02% 216
2022
Q3 		$264K Sell
921
-12
-1% -$4.54K 0.03% 182
2022
Q2 		$342K Buy
933
+208
+29% +$84.7K 0.04% 168
2022
Q1 		$330K Sell
725
-223
-24% -$107K 0.03% 189
2021
Q4 		$538K Buy
948
+1
+0.1% +$625 0.05% 143
2021
Q3 		$545K Sell
947
-9
-0.9% -$5.67K 0.06% 137
2021
Q2 		$560K Buy
956
+128
+15% +$66K 0.06% 136
2021
Q1 		$394K Buy
828
+11
+1% +$5.14K 0.05% 161
2020
Q4 		$409K Buy
817
+15
+2% +$7.25K 0.05% 144
2020
Q3 		$393K Buy
802
+149
+23% +$69.3K 0.05% 120
2020
Q2 		$284K Buy
653
+3
+0.5% +$1.11K 0.04% 123
2020
Q1 		$207K Buy
650
+28
+5% +$9.58K 0.03% 125
2019
Q4 		$205K Buy
+622
New +$183K 0.03% 157

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 $416B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

SFMG Wealth Advisors's ADBE Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Adobe (ADBE) stake by 5.3% in Q2 2026, selling an estimated $211K and leaving 16,038 shares worth $3.29M. The position accounts for 0.2% of the portfolio, ranked #59.

SFMG Wealth Advisors first reported a position in ADBE in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.86M in Q3 2025. 1,996 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.

  • SFMG Wealth Advisors held 16,038 shares of Adobe worth $3.29M as of Q2 2026.
  • SFMG Wealth Advisors sold 890 Adobe shares in Q2 2026, an estimated $211K.
  • Adobe made up 0.2% of SFMG Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • SFMG Wealth Advisors first reported a position in Adobe in Q4 2019 and has held it in 27 quarters since.
  • SFMG Wealth Advisors's Adobe position peaked at $5.86M in Q3 2025.
  • 1,996 funds tracked by Wall St. Rank held Adobe as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.