Smallwood Wealth Investment Management’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29.1K Hold
142
0.01% 240
2026
Q1
$34.5K Sell
142
-25
-15% -$6.92K 0.02% 209
2025
Q4
$58.4K Sell
167
-65
-28% -$22.1K 0.03% 160
2025
Q3
$81.8K Hold
232
0.04% 136
2025
Q2
$89.8K Buy
232
+20
+9% +$7.71K 0.05% 122
2025
Q1
$81.3K Buy
+212
New +$90.9K 0.05% 128

Other funds holding ADBE

Smallwood Wealth Investment Management's ADBE Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Adobe (ADBE) position steady in Q2 2026 at 142 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #240.

Smallwood Wealth Investment Management first reported a position in ADBE in Q1 2025 and has held it in 6 quarters since. The position peaked at $89.8K in Q2 2025. 752 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.

  • Smallwood Wealth Investment Management held 142 shares of Adobe worth $29.1K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Adobe share count unchanged in Q2 2026.
  • Adobe made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #240 holding.
  • Smallwood Wealth Investment Management first reported a position in Adobe in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Adobe position peaked at $89.8K in Q2 2025.
  • 752 funds tracked by Wall St. Rank held Adobe as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.