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WR Wealth Planners’s Adobe ADBE Stock Holding History

WR Wealth Planners’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
2024
Q4 		$701K Sell
1,576
-219
-12% -$108K 0.23% 69
2024
Q3 		$929K Buy
1,795
+27
+2% +$14.8K 0.26% 62
2024
Q2 		$982K Buy
1,768
+70
+4% +$33.9K 0.3% 50
2024
Q1 		$857K Buy
1,698
+477
+39% +$273K 0.27% 54
2023
Q4 		$728K Buy
1,221
+70
+6% +$40.4K 0.27% 66
2023
Q3 		$587K Sell
1,151
-138
-11% -$72.4K 0.22% 70
2023
Q2 		$630K Buy
1,289
+145
+13% +$58.4K 0.24% 67
2023
Q1 		$441K Buy
1,144
+406
+55% +$144K 0.19% 89
2022
Q4 		$248K Buy
738
+11
+2% +$3.52K 0.15% 102
2022
Q3 		$200K Buy
727
+23
+3% +$8.7K 0.14% 104
2022
Q2 		$258K Buy
704
+16
+2% +$6.51K 0.17% 96
2022
Q1 		$313K Buy
+688
New +$331K 0.19% 90

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WR Wealth Planners's ADBE Position: Q4 2024 in Review

WR Wealth Planners reduced its Adobe (ADBE) stake by 12% in Q4 2024, selling an estimated $108K and leaving 1,576 shares worth $701K. The position accounts for 0.23% of the portfolio, ranked #69.

WR Wealth Planners first reported a position in ADBE in Q1 2022 and has held it in 12 quarters since. The position peaked at $982K in Q2 2024. 2,861 funds tracked by Wall St. Rank hold ADBE as of Q4 2024.

  • WR Wealth Planners held 1,576 shares of Adobe worth $701K as of Q4 2024.
  • WR Wealth Planners sold 219 Adobe shares in Q4 2024, an estimated $108K.
  • Adobe made up 0.23% of WR Wealth Planners's portfolio in Q4 2024, its #69 holding.
  • WR Wealth Planners first reported a position in Adobe in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's Adobe position peaked at $982K in Q2 2024.
  • 2,861 funds tracked by Wall St. Rank held Adobe as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.