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Stonehaven Wealth & Tax Solutions’s Adobe ADBE Stock Holding History

Stonehaven Wealth & Tax Solutions’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
Q1 		– Sell
-718
Closed -$251K – 84
2025
Q4 		$251K Buy
+718
New +$244K 0.23% 66

Other funds holding ADBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's ADBE Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of Adobe (ADBE) in Q1 2026, closing a stake of 718 shares — an estimated $251K sold.

Stonehaven Wealth & Tax Solutions first reported a position in ADBE in Q4 2025 and held it in 1 quarter. The position peaked at $251K in Q4 2025. 2,178 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions reported no remaining Adobe position as of Q1 2026 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 718 Adobe shares in Q1 2026, an estimated $251K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Adobe in Q4 2025 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Adobe position peaked at $251K in Q4 2025.
  • 2,178 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.