Taylor & Morgan Wealth Management’s Adobe ADBE Stock Holding History

Taylor & Morgan 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 Q2	–	Sell	-543	Closed	-$208K	–	71
2025 Q1	$208K	Sell	543 -25	-4%	-$10.7K	0.16%	63
2024 Q4	$253K	Sell	568 -357	-39%	-$177K	0.18%	57
2024 Q3	$479K	Hold	925	–	–	0.32%	42
2024 Q2	$514K	Sell	925 -311	-25%	-$151K	0.36%	39
2024 Q1	$624K	Sell	1,236 -44	-3%	-$25.2K	0.46%	31
2023 Q4	$764K	Buy	1,280 +6	+0.5%	+$3.46K	0.61%	25
2023 Q3	$650K	Sell	1,274 -159	-11%	-$83.4K	0.59%	27
2023 Q2	$701K	Sell	1,433 -92	-6%	-$37.1K	0.57%	27
2023 Q1	$588K	Sell	1,525 -184	-11%	-$65.4K	0.51%	33
2022 Q4	$575K	Sell	1,709 -165	-9%	-$52.8K	0.54%	36
2022 Q3	$516K	Sell	1,874 -164	-8%	-$62.1K	0.51%	40
2022 Q2	$746K	Hold	2,038	–	–	0.71%	33
2022 Q1	$929K	Buy	2,038 +193	+10%	+$92.9K	0.76%	31
2021 Q4	$1.05M	Buy	+1,845	New	+$1.15M	0.85%	28

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Taylor & Morgan Wealth Management's ADBE Position: Q2 2025 in Review

Taylor & Morgan Wealth Management sold out of Adobe (ADBE) in Q2 2025, closing a stake of 543 shares — an estimated $208K sold.

Taylor & Morgan Wealth Management first reported a position in ADBE in Q4 2021 and held it in 14 quarters. The position peaked at $1.05M in Q4 2021. 2,688 funds tracked by Wall St. Rank hold ADBE as of Q2 2025.

Taylor & Morgan Wealth Management reported no remaining Adobe position as of Q2 2025 after selling out during the quarter.
Taylor & Morgan Wealth Management sold 543 Adobe shares in Q2 2025, an estimated $208K.
Taylor & Morgan Wealth Management first reported a position in Adobe in Q4 2021 and held it in 14 quarters.
Taylor & Morgan Wealth Management's Adobe position peaked at $1.05M in Q4 2021.
2,688 funds tracked by Wall St. Rank held Adobe as of Q2 2025.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2025, filed 7 Jul 2025.