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Summit Financial Wealth Advisors’s Adobe ADBE Stock Holding History

Summit Financial 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
Q1 		– Sell
-1,040
Closed -$364K – 195
2025
Q4 		$364K Buy
+1,040
New +$354K 0.05% 135

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

Summit Financial Wealth Advisors's ADBE Position: Q1 2026 in Review

Summit Financial Wealth Advisors sold out of Adobe (ADBE) in Q1 2026, closing a stake of 1,040 shares — an estimated $364K sold.

Summit Financial Wealth Advisors first reported a position in ADBE in Q4 2025 and held it in 1 quarter. The position peaked at $364K in Q4 2025. 2,180 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Summit Financial Wealth Advisors reported no remaining Adobe position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,040 Adobe shares in Q1 2026, an estimated $364K.
  • Summit Financial Wealth Advisors first reported a position in Adobe in Q4 2025 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Adobe position peaked at $364K in Q4 2025.
  • 2,180 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2026, filed 26 May 2026.