Wade Financial Advisory’s Adobe ADBE Stock Holding History

Wade Financial Advisory’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	$244K	Sell	637 -78	-11%	-$33.4K	0.08%	70
2024 Q4	$318K	Hold	715	–	–	0.11%	63
2024 Q3	$370K	Hold	715	–	–	0.12%	61
2024 Q2	$397K	Sell	715 -1,511	-68%	-$732K	0.14%	58
2024 Q1	$1.12M	Sell	2,226 -40	-2%	-$22.9K	0.41%	36
2023 Q4	$1.35M	Hold	2,266	–	–	0.51%	32
2023 Q3	$1.16M	Sell	2,266 -17	-0.7%	-$8.92K	0.49%	31
2023 Q2	$1.12M	Sell	2,283 -83	-4%	-$33.4K	0.44%	33
2023 Q1	$912K	Hold	2,366	–	–	0.38%	38
2022 Q4	$796K	Hold	2,366	–	–	0.36%	41
2022 Q3	$651K	Sell	2,366 -13	-0.5%	-$4.92K	0.33%	42
2022 Q2	$871K	Buy	2,379 +9	+0.4%	+$3.66K	0.41%	38
2022 Q1	$1.08M	Buy	2,370 +1,701	+254%	+$818K	0.46%	35
2021 Q4	$379K	Hold	669	–	–	0.2%	54
2021 Q3	$385K	Hold	669	–	–	0.22%	52
2021 Q2	$392K	Buy	669 +4	+0.6%	+$2.06K	0.21%	52
2021 Q1	$316K	Hold	665	–	–	0.2%	53
2020 Q4	$333K	Hold	665	–	–	0.22%	53
2020 Q3	$326K	Hold	665	–	–	0.26%	52
2020 Q2	$289K	Hold	665	–	–	0.25%	56
2020 Q1	$212K	Hold	665	–	–	0.21%	56
2019 Q4	$219K	Buy	+665	New	+$196K	0.19%	60

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

Norges Bank Oslo, Norway $935B AUM

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wade Financial Advisory's ADBE Position: Q1 2025 in Review

Wade Financial Advisory reduced its Adobe (ADBE) stake by 11% in Q1 2025, selling an estimated $33.4K and leaving 637 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #70.

Wade Financial Advisory first reported a position in ADBE in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.35M in Q4 2023. 2,700 funds tracked by Wall St. Rank hold ADBE as of Q1 2025.

Wade Financial Advisory held 637 shares of Adobe worth $244K as of Q1 2025.
Wade Financial Advisory sold 78 Adobe shares in Q1 2025, an estimated $33.4K.
Adobe made up 0.08% of Wade Financial Advisory's portfolio in Q1 2025, its #70 holding.
Wade Financial Advisory first reported a position in Adobe in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's Adobe position peaked at $1.35M in Q4 2023.
2,700 funds tracked by Wall St. Rank held Adobe as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.