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Smith Salley Wealth Management’s Adobe ADBE Stock Holding History

Smith Salley Wealth Management’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
2025
Q3 		– Sell
-633
Closed -$245K – 264
2025
Q2 		$245K Buy
+633
New +$244K 0.01% 237
2025
Q1 		– Sell
-7,250
Closed -$3.22M – 245
2024
Q4 		$3.22M Buy
7,250
+721
+11% +$357K 0.21% 78
2024
Q3 		$3.38M Buy
6,529
+347
+6% +$190K 0.22% 76
2024
Q2 		$3.43M Buy
6,182
+754
+14% +$365K 0.25% 74
2024
Q1 		$2.74M Buy
5,428
+87
+2% +$49.9K 0.21% 79
2023
Q4 		$3.19M Buy
5,341
+224
+4% +$129K 0.21% 81
2023
Q3 		$2.61M Buy
5,117
+251
+5% +$132K 0.19% 85
2023
Q2 		$2.38M Buy
4,866
+561
+13% +$226K 0.18% 90
2023
Q1 		$1.66M Buy
4,305
+44
+1% +$15.6K 0.13% 108
2022
Q4 		$1.43M Sell
4,261
-1,013
-19% -$324K 0.12% 115
2022
Q3 		$1.45M Buy
5,274
+1,102
+26% +$417K 0.14% 110
2022
Q2 		$1.53M Sell
4,172
-405
-9% -$165K 0.13% 115
2022
Q1 		$2.09M Buy
4,577
+25
+0.5% +$12K 0.16% 103
2021
Q4 		$2.58M Buy
4,552
+10
+0.2% +$6.25K 0.18% 98
2021
Q3 		$2.62M Buy
4,542
+583
+15% +$367K 0.21% 89
2021
Q2 		$2.32M Buy
3,959
+337
+9% +$174K 0.19% 93
2021
Q1 		$1.72M Buy
3,622
+574
+19% +$268K 0.15% 95
2020
Q4 		$1.52M Buy
3,048
+708
+30% +$342K 0.15% 97
2020
Q3 		$1.15M Sell
2,340
-9
-0.4% -$4.19K 0.14% 95
2020
Q2 		$1.02M Buy
2,349
+238
+11% +$88.2K 0.14% 100
2020
Q1 		$672K Buy
2,111
+418
+25% +$143K 0.11% 108
2019
Q4 		$558K Buy
1,693
+166
+11% +$48.8K 0.07% 119
2019
Q3 		$422K Buy
1,527
+157
+11% +$45.8K 0.06% 135
2019
Q2 		$404K Buy
1,370
+98
+8% +$27.2K 0.06% 136
2019
Q1 		$339K Buy
1,272
+156
+14% +$39.3K 0.05% 143
2018
Q4 		$252K Buy
1,116
+26
+2% +$6.28K 0.05% 151
2018
Q3 		$294K Buy
1,090
+264
+32% +$68.1K 0.05% 156
2018
Q2 		$201K Buy
+826
New +$195K 0.03% 177

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Smith Salley Wealth Management's ADBE Position: Q3 2025 in Review

Smith Salley Wealth Management sold out of Adobe (ADBE) in Q3 2025, closing a stake of 633 shares — an estimated $245K sold.

Smith Salley Wealth Management first reported a position in ADBE in Q2 2018 and held it in 28 quarters. The position peaked at $3.43M in Q2 2024. 2,492 funds tracked by Wall St. Rank hold ADBE as of Q3 2025.

  • Smith Salley Wealth Management reported no remaining Adobe position as of Q3 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 633 Adobe shares in Q3 2025, an estimated $245K.
  • Smith Salley Wealth Management first reported a position in Adobe in Q2 2018 and held it in 28 quarters.
  • Smith Salley Wealth Management's Adobe position peaked at $3.43M in Q2 2024.
  • 2,492 funds tracked by Wall St. Rank held Adobe as of Q3 2025.

Based on Smith Salley Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.