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Synergy Financial Group’s Adobe ADBE Stock Holding History

Synergy Financial Group’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
Q2 		$260K Sell
1,269
-120
-9% -$28.4K 0.19% 98
2026
Q1 		$338K Buy
1,389
+60
+5% +$16.6K 0.25% 81
2025
Q4 		$465K Sell
1,329
-316
-19% -$107K 0.33% 57
2025
Q3 		$580K Buy
1,645
+168
+11% +$60.3K 0.39% 49
2025
Q2 		$571K Buy
1,477
+929
+170% +$358K 0.42% 45
2025
Q1 		$210K Sell
548
-14
-2% -$6K 0.19% 106
2024
Q4 		$250K Sell
562
-4
-0.7% -$1.98K 0.21% 83
2024
Q3 		$293K Buy
566
+11
+2% +$6.03K 0.28% 69
2024
Q2 		$308K Buy
+555
New +$269K 0.32% 57
2024
Q1 		– Sell
-371
Closed -$221K – 83
2023
Q4 		$221K Buy
+371
New +$214K 0.27% 80

Other funds holding ADBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Synergy Financial Group's ADBE Position: Q2 2026 in Review

Synergy Financial Group reduced its Adobe (ADBE) stake by 8.6% in Q2 2026, selling an estimated $28.4K and leaving 1,269 shares worth $260K. The position accounts for 0.19% of the portfolio, ranked #98.

Synergy Financial Group first reported a position in ADBE in Q4 2023 and has held it in 10 quarters since. The position peaked at $580K in Q3 2025. 1,995 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.

  • Synergy Financial Group held 1,269 shares of Adobe worth $260K as of Q2 2026.
  • Synergy Financial Group sold 120 Adobe shares in Q2 2026, an estimated $28.4K.
  • Adobe made up 0.19% of Synergy Financial Group's portfolio in Q2 2026, its #98 holding.
  • Synergy Financial Group first reported a position in Adobe in Q4 2023 and has held it in 10 quarters since.
  • Synergy Financial Group's Adobe position peaked at $580K in Q3 2025.
  • 1,995 funds tracked by Wall St. Rank held Adobe as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.