Position in ADBE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$517,470
-$305,112 QoQ
Shares Held
2,524
-25.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,152
of 1,959 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $14,034,724 across 14 Software - Application names. ADBE ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
22,374 | $3,505,110 | |
| 2 | SAP |
Sap SE
|
13,715 | $2,113,618 | |
| 3 | INTU |
Intuit Inc.
|
7,170 | $1,871,370 | |
| 4 | UBER |
Uber Technologies, Inc
|
22,361 | $1,613,569 | |
| 5 | ADSK |
Autodesk, Inc.
|
5,564 | $1,081,752 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,879 | $1,080,067 | |
| 7 | ADBE |
Adobe Inc.
This page
|
2,524 | $517,470 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,341 | $503,304 |
All Filings in ADBE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,470 | 2,524 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $822,582 | 3,384 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,388,410 | 3,967 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,512,239 | 4,287 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,089,840 | 2,817 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,110,702 | 2,896 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,876,549 | 4,220 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,037,464 | 3,935 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,202,160 | 3,964 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,628,344 | 3,227 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,207,518 | 2,024 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $47,930 | 94 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $55,255 | 113 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $21,966 | 57 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $276,964 | 823 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $422,707 | 1,536 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $516,144 | 1,410 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,498,077 | 3,288 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,501,574 | 2,648 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,902,754 | 3,305 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $78,475 | 134 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||