SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / ADBE

Wellington Wealth Strategies, LLC.’s Adobe Inc Position

Does Wellington Wealth Strategies, LLC. own Adobe Inc (ADBE)? Yes — 5.0K shares worth $2M (+2.11% of its 13F portfolio) as of Q4 2024, down from 6.0K shares the prior filed quarter.

Position Value
$2M
Q4 2024
Shares
5.0K
% of Portfolio
+2.11%
Quarters Held
4
currently held

Position History ADBE

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $3MQ1 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20245.0K$2M+2.11%
Q3 20246.0K$3M+2.19%
Q1 20245.3K$3M+1.24%
Q4 20238.2K$5M+4.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of ADBE.