VWM
ADBE icon

Valley Wealth Managers’s Adobe ADBE Stock Holding History

Valley Wealth Managers’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
Q1 		– Sell
-2,292
Closed -$1.02M – 378
2024
Q4 		$1.02M Buy
2,292
+399
+21% +$198K 0.08% 129
2024
Q3 		$980K Buy
1,893
+557
+42% +$305K 0.07% 132
2024
Q2 		$742K Buy
1,336
+348
+35% +$169K 0.06% 136
2024
Q1 		$499K Buy
988
+288
+41% +$165K 0.04% 145
2023
Q4 		$418K Sell
700
-4
-0.6% -$2.31K 0.03% 148
2023
Q3 		$359K Buy
704
+18
+3% +$9.44K 0.03% 153
2023
Q2 		$335K Hold
686
– – 0.03% 131
2023
Q1 		$264K Buy
686
+32
+5% +$11.4K 0.02% 140
2022
Q4 		$220K Buy
654
+145
+28% +$46.4K 0.02% 157
2022
Q3 		$140K Hold
509
– – 0.01% 190
2022
Q2 		$186K Sell
509
-161
-24% -$65.5K 0.02% 191
2022
Q1 		$305K Buy
670
+33
+5% +$15.9K 0.03% 158
2021
Q4 		$361K Buy
637
+55
+9% +$34.4K 0.03% 152
2021
Q3 		$335K Buy
582
+11
+2% +$6.92K 0.03% 147
2021
Q2 		$334K Buy
+571
New +$294K 0.03% 149
2020
Q4 		– Sell
-431
Closed -$211K – 161
2020
Q3 		$211K Buy
+431
New +$200K 0.02% 151
2020
Q1 		– Sell
-1,656
Closed -$546K – 161
2019
Q4 		$546K Hold
1,656
– – 0.05% 128
2019
Q3 		$457K Hold
1,656
– – 0.05% 143
2019
Q2 		$488K Buy
+1,656
New +$460K 0.05% 144

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley Wealth Managers's ADBE Position: Q1 2025 in Review

Valley Wealth Managers sold out of Adobe (ADBE) in Q1 2025, closing a stake of 2,292 shares — an estimated $1.02M sold.

Valley Wealth Managers first reported a position in ADBE in Q2 2019 and held it in 19 quarters. The position peaked at $1.02M in Q4 2024. 2,700 funds tracked by Wall St. Rank hold ADBE as of Q1 2025.

  • Valley Wealth Managers reported no remaining Adobe position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 2,292 Adobe shares in Q1 2025, an estimated $1.02M.
  • Valley Wealth Managers first reported a position in Adobe in Q2 2019 and held it in 19 quarters.
  • Valley Wealth Managers's Adobe position peaked at $1.02M in Q4 2024.
  • 2,700 funds tracked by Wall St. Rank held Adobe as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.