Wingate Wealth Advisors’s Adobe ADBE Stock Holding History

Wingate Wealth Advisors’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	-253	Closed	-$113K	–	100
2024 Q4	$113K	Buy	+253	New	+$125K	0.11%	132

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

Wingate Wealth Advisors's ADBE Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Adobe (ADBE) in Q1 2025, closing a stake of 253 shares — an estimated $113K sold.

Wingate Wealth Advisors first reported a position in ADBE in Q4 2024 and held it in 1 quarter. The position peaked at $113K in Q4 2024. 2,700 funds tracked by Wall St. Rank hold ADBE as of Q1 2025.

Wingate Wealth Advisors reported no remaining Adobe position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 253 Adobe shares in Q1 2025, an estimated $113K.
Wingate Wealth Advisors first reported a position in Adobe in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Adobe position peaked at $113K in Q4 2024.
2,700 funds tracked by Wall St. Rank held Adobe as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.