Valeo Financial Advisors’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $522K | Buy |
2,175
+14
| +0.6% | +$3.5K | 0.01% | 452 |
|
|
2026
Q2 | $443K | Sell |
2,161
-459
| -18% | -$109K | 0.01% | 483 |
|
|
2026
Q1 | $637K | Sell |
2,620
-1,202
| -31% | -$333K | 0.02% | 356 |
|
|
2025
Q4 | $1.34M | Sell |
3,822
-786
| -17% | -$267K | 0.03% | 248 |
|
|
2025
Q3 | $1.63M | Buy |
4,608
+934
| +25% | +$335K | 0.04% | 200 |
|
|
2025
Q2 | $1.42M | Sell |
3,674
-1,982
| -35% | -$764K | 0.03% | 216 |
|
|
2025
Q1 | $2.17M | Sell |
5,656
-2,263
| -29% | -$970K | 0.06% | 145 |
|
|
2024
Q4 | $3.52M | Buy |
7,919
+523
| +7% | +$259K | 0.1% | 95 |
|
|
2024
Q3 | $3.83M | Buy |
7,396
+1,302
| +21% | +$714K | 0.11% | 91 |
|
|
2024
Q2 | $3.39M | Buy |
6,094
+827
| +16% | +$400K | 0.11% | 95 |
|
|
2024
Q1 | $2.51M | Buy |
5,267
+117
| +2% | +$67.1K | 0.09% | 120 |
|
|
2023
Q4 | $3.07M | Buy |
5,150
+160
| +3% | +$92.3K | 0.12% | 97 |
|
|
2023
Q3 | $2.54M | Buy |
4,990
+579
| +13% | +$304K | 0.12% | 104 |
|
|
2023
Q2 | $2.16M | Buy |
4,411
+597
| +16% | +$240K | 0.1% | 116 |
|
|
2023
Q1 | $1.47M | Buy |
3,814
+731
| +24% | +$260K | 0.07% | 162 |
|
|
2022
Q4 | $1.04M | Buy |
3,083
+1,056
| +52% | +$338K | 0.06% | 183 |
|
|
2022
Q3 | $558K | Sell |
2,027
-48
| -2% | -$18.2K | 0.04% | 245 |
|
|
2022
Q2 | $760K | Sell |
2,075
-801
| -28% | -$326K | 0.05% | 196 |
|
|
2022
Q1 | $1.31M | Buy |
2,876
+245
| +9% | +$118K | 0.07% | 169 |
|
|
2021
Q4 | $1.49M | Buy |
2,631
+502
| +24% | +$314K | 0.08% | 142 |
|
|
2021
Q3 | $1.23M | Buy |
2,129
+615
| +41% | +$387K | 0.07% | 159 |
|
|
2021
Q2 | $887K | Sell |
1,514
-15,510
| -91% | -$7.99M | 0.05% | 179 |
|
|
2021
Q1 | $8.09M | Buy |
17,024
+154
| +0.9% | +$72K | 0.37% | 37 |
|
|
2020
Q4 | $8.44M | Buy |
16,870
+15,680
| +1,318% | +$7.58M | 0.43% | 33 |
|
|
2020
Q3 | $584K | Sell |
1,190
-276
| -19% | -$128K | 0.05% | 169 |
|
|
2020
Q2 | $638K | Buy |
1,466
+27
| +2% | +$10K | 0.06% | 161 |
|
|
2020
Q1 | $458K | Buy |
1,439
+152
| +12% | +$52K | 0.05% | 183 |
|
|
2019
Q4 | $424K | Sell |
1,287
-180
| -12% | -$53K | 0.04% | 214 |
|
|
2019
Q3 | $405K | Buy |
1,467
+147
| +11% | +$42.9K | 0.04% | 194 |
|
|
2019
Q2 | $389K | Sell |
1,320
-85
| -6% | -$23.6K | 0.04% | 199 |
|
|
2019
Q1 | $374K | Buy |
1,405
+54
| +4% | +$13.6K | 0.05% | 195 |
|
|
2018
Q4 | $306K | Buy |
1,351
+193
| +17% | +$46.6K | 0.04% | 209 |
|
|
2018
Q3 | $283K | Buy |
1,158
+376
| +48% | +$96.9K | 0.04% | 226 |
|
|
2018
Q2 | $198K | Sell |
782
-921
| -54% | -$218K | 0.03% | 281 |
|
|
2018
Q1 | $368K | Buy |
1,703
+1,137
| +201% | +$231K | 0.06% | 183 |
|
|
2017
Q4 | $99K | Buy |
566
+199
| +54% | +$34.2K | 0.02% | 341 |
|
|
2017
Q3 | $55K | Buy |
+367
| New | +$54.8K | 0.01% | 392 |
|
Other funds holding ADBE
MSV
SBWIC
PAS
AMBIA
AIM
AP
CAM
CI
DRS
KGC
Valeo Financial Advisors's ADBE Position: Q3 2026 in Review
Valeo Financial Advisors increased its Adobe (ADBE) stake by 0.65% in Q3 2026, buying an estimated $3.5K and bringing the position to 2,175 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #452.
Valeo Financial Advisors first reported a position in ADBE in Q3 2017 and has held it in 37 quarters since. The position peaked at $8.44M in Q4 2020. 98 funds tracked by Wall St. Rank hold ADBE as of Q3 2026.
- Valeo Financial Advisors held 2,175 shares of Adobe worth $522K as of Q3 2026.
- Valeo Financial Advisors bought 14 Adobe shares in Q3 2026, an estimated $3.5K.
- Adobe made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #452 holding.
- Valeo Financial Advisors first reported a position in Adobe in Q3 2017 and has held it in 37 quarters since.
- Valeo Financial Advisors's Adobe position peaked at $8.44M in Q4 2020.
- 98 funds tracked by Wall St. Rank held Adobe as of Q3 2026.
Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.