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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WealthPlan Investment Management's ADBE Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Adobe (ADBE) stake by 32% in Q1 2026, selling an estimated $730K and leaving 5,502 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #187.

WealthPlan Investment Management first reported a position in ADBE in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.41M in Q2 2025. 2,181 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • WealthPlan Investment Management held 5,502 shares of Adobe worth $1.34M as of Q1 2026.
  • WealthPlan Investment Management sold 2,634 Adobe shares in Q1 2026, an estimated $730K.
  • Adobe made up 0.07% of WealthPlan Investment Management's portfolio in Q1 2026, its #187 holding.
  • WealthPlan Investment Management first reported a position in Adobe in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Adobe position peaked at $4.41M in Q2 2025.
  • 2,181 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.