StoneCrest Wealth Management’s Adobe ADBE Stock Holding History

StoneCrest 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 Q1	–	Sell	-500	Closed	-$222K	–	68
2024 Q4	$222K	Hold	500	–	–	0.15%	60
2024 Q3	$259K	Sell	500 -253	-34%	-$139K	0.19%	55
2024 Q2	$418K	Sell	753 -10	-1%	-$4.84K	0.32%	44
2024 Q1	$385K	Hold	763	–	–	0.33%	46
2023 Q4	$455K	Buy	+763	New	+$440K	0.44%	43

Other funds holding ADBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

StoneCrest Wealth Management's ADBE Position: Q1 2025 in Review

StoneCrest Wealth Management sold out of Adobe (ADBE) in Q1 2025, closing a stake of 500 shares — an estimated $222K sold.

StoneCrest Wealth Management first reported a position in ADBE in Q4 2023 and held it in 5 quarters. The position peaked at $455K in Q4 2023. 2,700 funds tracked by Wall St. Rank hold ADBE as of Q1 2025.

StoneCrest Wealth Management reported no remaining Adobe position as of Q1 2025 after selling out during the quarter.
StoneCrest Wealth Management sold 500 Adobe shares in Q1 2025, an estimated $222K.
StoneCrest Wealth Management first reported a position in Adobe in Q4 2023 and held it in 5 quarters.
StoneCrest Wealth Management's Adobe position peaked at $455K in Q4 2023.
2,700 funds tracked by Wall St. Rank held Adobe as of Q1 2025.

Based on StoneCrest Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.