SOA Wealth Advisors
ADBE icon

SOA Wealth Advisors’s Adobe ADBE Stock Holding History

SOA 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
Q3 		$100K Sell
418
-8
-2% -$2K 0.02% 286
2026
Q2 		$87.3K Sell
426
-6
-1% -$1.42K 0.01% 300
2026
Q1 		$105K Hold
432
– – 0.02% 265
2025
Q4 		$151K Sell
432
-1
-0.2% -$340 0.03% 237
2025
Q3 		$153K Hold
433
– – 0.03% 238
2025
Q2 		$168K Sell
433
-40
-8% -$15.4K 0.03% 214
2025
Q1 		$181K Hold
473
– – 0.04% 198
2024
Q4 		$210K Hold
473
– – 0.04% 179
2024
Q3 		$245K Hold
473
– – 0.05% 164
2024
Q2 		$263K Sell
473
-132
-22% -$63.9K 0.05% 154
2024
Q1 		$305K Hold
605
– – 0.06% 141
2023
Q4 		$361K Hold
605
– – 0.08% 121
2023
Q3 		$308K Sell
605
-17
-3% -$8.92K 0.08% 129
2023
Q2 		$304K Hold
622
– – 0.07% 130
2023
Q1 		$240K Hold
622
– – 0.06% 137
2022
Q4 		$209K Sell
622
-5
-0.8% -$1.6K 0.06% 145
2022
Q3 		$172K Hold
627
– – 0.05% 156
2022
Q2 		$229K Sell
627
-1
-0.2% -$407 0.07% 134
2022
Q1 		$286K Hold
628
– – 0.07% 133
2021
Q4 		$358K Hold
628
– – 0.09% 118
2021
Q3 		$361K Buy
628
+2
+0.3% +$1.26K 0.09% 121
2021
Q2 		$366K Buy
626
+31
+5% +$16K 0.09% 119
2021
Q1 		$282K Sell
595
-87
-13% -$40.7K 0.08% 125
2020
Q4 		$336K Buy
+682
New +$329K 0.09% 112

Other funds holding ADBE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

SOA Wealth Advisors's ADBE Position: Q3 2026 in Review

SOA Wealth Advisors reduced its Adobe (ADBE) stake by 1.9% in Q3 2026, selling an estimated $2K and leaving 418 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #286.

SOA Wealth Advisors first reported a position in ADBE in Q4 2020 and has held it in 24 quarters since. The position peaked at $366K in Q2 2021. 1,731 funds tracked by Wall St. Rank hold ADBE as of Q3 2026.

  • SOA Wealth Advisors held 418 shares of Adobe worth $100K as of Q3 2026.
  • SOA Wealth Advisors sold 8 Adobe shares in Q3 2026, an estimated $2K.
  • Adobe made up 0.02% of SOA Wealth Advisors's portfolio in Q3 2026, its #286 holding.
  • SOA Wealth Advisors first reported a position in Adobe in Q4 2020 and has held it in 24 quarters since.
  • SOA Wealth Advisors's Adobe position peaked at $366K in Q2 2021.
  • 1,731 funds tracked by Wall St. Rank held Adobe as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.