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ADBE icon

Wealthquest’s Adobe ADBE Stock Holding History

Wealthquest’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
-489
Closed -$217K – 135
2024
Q4 		$217K Buy
489
+22
+5% +$10.9K 0.02% 120
2024
Q3 		$235K Buy
467
+1
+0.2% +$548 0.02% 114
2024
Q2 		$259K Hold
466
– – 0.03% 108
2024
Q1 		$235K Buy
466
+8
+2% +$4.59K 0.03% 120
2023
Q4 		$273K Sell
458
-1
-0.2% -$577 0.03% 116
2023
Q3 		$234K Buy
459
+11
+2% +$5.77K 0.03% 117
2023
Q2 		$219K Buy
+448
New +$180K 0.03% 115
2022
Q2 		– Sell
-486
Closed -$275K – 122
2022
Q1 		$275K Hold
486
– – 0.04% 115
2021
Q4 		$275K Buy
486
+36
+8% +$22.5K 0.04% 115
2021
Q3 		$259K Sell
450
-14
-3% -$8.81K 0.04% 115
2021
Q2 		$271K Buy
+464
New +$239K 0.05% 119
2021
Q1 		– Sell
-409
Closed -$204K – 139
2020
Q4 		$204K Buy
+409
New +$198K 0.04% 135

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

Wealthquest's ADBE Position: Q1 2025 in Review

Wealthquest sold out of Adobe (ADBE) in Q1 2025, closing a stake of 489 shares — an estimated $217K sold.

Wealthquest first reported a position in ADBE in Q4 2020 and held it in 12 quarters. The position peaked at $275K in Q1 2022. 2,700 funds tracked by Wall St. Rank hold ADBE as of Q1 2025.

  • Wealthquest reported no remaining Adobe position as of Q1 2025 after selling out during the quarter.
  • Wealthquest sold 489 Adobe shares in Q1 2025, an estimated $217K.
  • Wealthquest first reported a position in Adobe in Q4 2020 and held it in 12 quarters.
  • Wealthquest's Adobe position peaked at $275K in Q1 2022.
  • 2,700 funds tracked by Wall St. Rank held Adobe as of Q1 2025.

Based on Wealthquest's 13F filing for Q1 2025, filed 23 Apr 2025.