Position in ADBE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$42,029
+$12,617 QoQ
Shares Held
205
+69.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,718
of 1,963 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $1,536,229 across 74 Software - Application names. ADBE ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
5,634 | $559,343 | |
| 2 | SHOP |
Shopify Inc.
|
1,015 | $115,892 | |
| 3 | ADSK |
Autodesk, Inc.
|
512 | $99,543 | |
| 4 | INTU |
Intuit Inc.
|
344 | $89,784 | |
| 5 | CRM |
Salesforce, Inc.
|
505 | $79,113 | |
| 6 | DDOG |
Datadog, Inc.
|
290 | $75,504 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
194 | $72,812 | |
| 8 | UBER |
Uber Technologies, Inc
|
626 | $45,172 |
All Filings in ADBE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,029 | 205 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $29,412 | 121 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $61,598 | 176 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $117,818 | 334 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $164,424 | 425 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $187,162 | 488 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $238,793 | 537 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $292,027 | 564 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $295,547 | 532 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $243,721 | 483 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $259,521 | 435 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $256,479 | 503 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $271,389 | 555 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $213,880 | 555 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||