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WealthPlan Investment Management’s Adobe ADBE Stock Holding History

WealthPlan Investment 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
2026
Q2 		$1.19M Buy
5,809
+307
+6% +$72.7K 0.06% 213
2026
Q1 		$1.34M Sell
5,502
-2,634
-32% -$730K 0.07% 187
2025
Q4 		$2.85M Sell
8,136
-4,080
-33% -$1.39M 0.18% 112
2025
Q3 		$4.31M Buy
12,216
+824
+7% +$296K 0.29% 93
2025
Q2 		$4.41M Buy
11,392
+1,916
+20% +$738K 0.32% 89
2025
Q1 		$3.63M Buy
9,476
+3,060
+48% +$1.31M 0.36% 78
2024
Q4 		$2.85M Buy
6,416
+888
+16% +$440K 0.28% 88
2024
Q3 		$2.86M Buy
5,528
+1,414
+34% +$776K 0.29% 86
2024
Q2 		$2.29M Buy
4,114
+20
+0.5% +$9.68K 0.35% 70
2024
Q1 		$2.07M Buy
4,094
+33
+0.8% +$18.9K 0.32% 73
2023
Q4 		$2.42M Buy
4,061
+245
+6% +$141K 0.39% 67
2023
Q3 		$1.95M Buy
3,816
+1,517
+66% +$796K 0.34% 70
2023
Q2 		$1.12M Sell
2,299
-1,326
-37% -$534K 0.34% 72
2023
Q1 		$1.4M Sell
3,625
-3,505
-49% -$1.25M 0.24% 78
2022
Q4 		$2.67M Sell
7,130
-426
-6% -$136K 0.19% 106
2022
Q3 		$2.47M Buy
+7,556
New +$2.86M 0.18% 98
2022
Q1 		$2.99M Buy
+7,547
New +$3.63M 0.21% 100

Other funds holding ADBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

WealthPlan Investment Management's ADBE Position: Q2 2026 in Review

WealthPlan Investment Management increased its Adobe (ADBE) stake by 5.6% in Q2 2026, buying an estimated $72.7K and bringing the position to 5,809 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #213.

WealthPlan Investment Management first reported a position in ADBE in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.41M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.

  • WealthPlan Investment Management held 5,809 shares of Adobe worth $1.19M as of Q2 2026.
  • WealthPlan Investment Management bought 307 Adobe shares in Q2 2026, an estimated $72.7K.
  • Adobe made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #213 holding.
  • WealthPlan Investment Management first reported a position in Adobe in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Adobe position peaked at $4.41M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Adobe as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.