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Valeo Financial Advisors’s Adobe ADBE Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-300
Closed -$143K – 532
2021
Q1 		$143K Buy
+300
New +$140K 0.01% 524

Other funds holding ADBE

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

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.