ADBE — ADOBE SYSTEMS INCORPORATED

Ownership history in Cherry Tree Wealth Management, LLC  ·  10 quarters on record

AI Ownership Summary

Cherry Tree Wealth Management, LLC reported ADOBE SYSTEMS INCORPORATED (ADBE) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows ADBE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cherry Tree Wealth Management, LLC's position in ADOBE SYSTEMS INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ADBE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ADBE stock page Cherry Tree Wealth Management, LLC fund profile Cherry Tree Wealth Management, LLC full holdings
How Cherry Tree Wealth Management, LLC held ADBE — position size vs. price
% of Fund (quarterly)    ADBE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 45 — 0% 0.00% $16K 2025-11-24 $318.73
2025 Q2 REDUCED 45 -34 -43.0% 0.00% $17K 2025-08-05 $338.74
2025 Q1 ADDED 79 +4 +5.3% 0.01% $30K 2025-04-21 $343.22
2024 Q4 UNCHANGED 75 — 0% 0.01% $33K 2025-02-04 $440.23
2024 Q3 UNCHANGED 75 — 0% 0.01% $39K 2024-11-12 $526.42
2024 Q2 ADDED 75 +20 +36.4% 0.01% $42K 2024-08-06 $514.20
2024 Q1 ADDED 55 +4 +7.8% 0.01% $28K 2024-05-01 $469.39
2023 Q4 UNCHANGED 51 — 0% 0.01% $30K 2024-02-06 $607.14
2023 Q3 REDUCED 51 -2 -3.8% 0.01% $26K 2023-11-14 $604.33
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ADBE

As of 2025 Q4 — sorted by position size

Silver Heights Capital Management Inc 3Y 7Y 13.58% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 7.01% Seilern Investment Management Ltd 6.3% TB Capital Gestao de Recursos Ltda. 6.21% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 6.2% Park State Asset Management 3Y 6.17% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 5.31% Grace & Mercy Foundation, Inc. 3Y 5.24% Heard Capital LLC 3Y 5.06% 1776 Wealth LLC 3Y 4.87%

FAQ About Cherry Tree Wealth Management, LLC and ADBE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cherry Tree Wealth Management, LLC reported owning ADBE?

Cherry Tree Wealth Management, LLC reported ADBE across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported ADBE position in Cherry Tree Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ADBE was 0.01% in 2024 Q2.

What is the latest reported ADBE position on this page?

The most recent filing on this page is 2025 Q3, when Cherry Tree Wealth Management, LLC reported 45 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this ADBE ownership page compare?

The chart compares Cherry Tree Wealth Management, LLC's quarterly ADBE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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