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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
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 $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

Synergy Financial Group's ADBE Position: Q1 2026 in Review

Synergy Financial Group increased its Adobe (ADBE) stake by 4.5% in Q1 2026, buying an estimated $16.6K and bringing the position to 1,389 shares worth $338K. The position accounts for 0.25% of the portfolio, ranked #81.

Synergy Financial Group first reported a position in ADBE in Q4 2023 and has held it in 9 quarters since. The position peaked at $580K in Q3 2025. 2,182 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Synergy Financial Group held 1,389 shares of Adobe worth $338K as of Q1 2026.
  • Synergy Financial Group bought 60 Adobe shares in Q1 2026, an estimated $16.6K.
  • Adobe made up 0.25% of Synergy Financial Group's portfolio in Q1 2026, its #81 holding.
  • Synergy Financial Group first reported a position in Adobe in Q4 2023 and has held it in 9 quarters since.
  • Synergy Financial Group's Adobe position peaked at $580K in Q3 2025.
  • 2,182 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.