Private Wealth Partners, LLC

Position in ADBE — Adobe Inc.

CIK 1335851 MILL VALLEY, CA

Position in ADBE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,225,902

-$3,758,727 QoQ

Shares Held

10,857

-55.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#695

of 1,964 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Private Wealth Partners, LLC holds $5,981,550 across 5 Software - Application names. ADBE ranks #1 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc. This page	10,857	$2,225,902
2	CRM	Salesforce, Inc.	14,086	$2,206,712
3	CDNS	Cadence Design Systems Inc	2,550	$957,066
4	ADP	Automatic Data Processing Inc	1,335	$298,973
5	UBER	Uber Technologies, Inc	4,059	$292,897

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,225,902	10,857	-55.9%	Shares	Sole	2026-08-03
2026-03-31	$5,984,629	24,620	-46.9%	Shares	Sole	2026-04-28
2025-12-31	$16,233,936	46,384	-12.6%	Shares	Sole	2026-01-27
2025-09-30	$18,711,623	53,045	+14.7%	Shares	Sole	2025-11-04
2025-06-30	$17,888,557	46,238	-2.6%	Shares	Sole	2025-08-01
2025-03-31	$18,201,950	47,459	-5.9%	Shares	Sole	2025-04-22
2024-12-31	$22,433,661	50,449	+12.0%	Shares	Sole	2025-02-03
2024-09-30	$23,329,095	45,056	-3.5%	Shares	Sole	2024-10-29
2024-06-30	$25,950,384	46,712	-20.0%	Shares	Sole	2024-08-08
2024-03-31	$29,456,025	58,375	-6.1%	Shares	Sole	2024-05-09
2023-12-31	$37,078,690	62,150	+0.3%	Shares	Sole	2024-02-02
2023-09-30	$31,595,953	61,965	-0.7%	Shares	Sole	2023-11-07
2023-06-30	$30,520,310	62,415	-4.6%	Shares	Sole	2023-08-03
2023-03-31	$25,205,124	65,405	+4.6%	Shares	Sole	2023-05-04
2022-12-31	$21,037,163	62,512	+8.7%	Shares	Sole	2023-01-25
2022-09-30	$15,825,376	57,505	-6.8%	Shares	Sole	2022-10-27
2022-06-30	$22,584,071	61,695	-3.8%	Shares	Sole	2022-08-02
2022-03-31	$29,221,188	64,135	+1.2%	Shares	Sole	2022-05-02
2021-12-31	$35,953,872	63,404	-1.2%	Shares	Sole	2022-02-07
2021-09-30	$36,943,952	64,170	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$37,684,762	64,348	+0.2%	Shares	Sole	2021-08-12
2021-03-31	$30,524,458	64,212	+0.5%	Shares	Sole	2021-05-04
2020-12-31	$31,966,170	63,917	-0.1%	Shares	Sole	2021-02-03
2020-09-30	$31,367,412	63,959	+0.5%	Shares	Sole	2020-10-29
2020-06-30	$27,692,245	63,615	-5.9%	Shares	Sole	2020-07-31
2020-03-31	$21,522,571	67,630	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.