MARSHALL & SULLIVAN INC /WA/ ADBE — ADOBE INC

Ownership history in MARSHALL & SULLIVAN INC /WA/  ·  25 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported ADOBE INC (ADBE) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.74% in 2023 Q4. The latest visible filing shows ADBE at 1.93% 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 MARSHALL & SULLIVAN INC /WA/'s position in ADOBE INC, 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 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.74% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 MARSHALL & SULLIVAN INC /WA/ fund profile MARSHALL & SULLIVAN INC /WA/ full holdings
How MARSHALL & SULLIVAN INC /WA/ held ADBE — position size vs. price
% of Fund (quarterly)    ADBE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 11,789 +169 +1.5% 1.93% $4.2M 2025-11-14 (Est.) $331.11
2025 Q2 ADDED — — — 11,620 +125 +1.1% 2.16% $4.5M 2025-07-11 $363.35
2025 Q1 REDUCED — — — 11,495 -17 -0.1% 2.24% $4.4M 2025-04-10 $350.05
2024 Q4 ADDED — — — 11,512 +120 +1.1% 2.50% $5.1M 2025-01-13 $408.50
2024 Q3 REDUCED — — — 11,392 -245 -2.1% 2.83% $5.9M 2024-10-09 $494.08
2024 Q2 REDUCED — — — 11,637 -167 -1.4% 3.23% $6.5M 2024-07-12 $559.05
2024 Q1 REDUCED — — — 11,804 -47 -0.4% 2.95% $6.0M 2024-04-10 $487.22
2023 Q4 REDUCED — — — 11,851 -371 -3.0% 3.74% $7.1M 2024-01-11 $597.49
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ADBE

As of 2026 Q1 — sorted by position size

Family Capital Trust Co 3Y 7Y 23.03% AMIRAL GESTION 11.97% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 5.3% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 5.16% Seilern Investment Management Ltd 5.13% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 4.07% CHIRON CAPITAL MANAGEMENT, LLC 3Y 3.15% Generali Powszechne Towarzystwo Emerytalne 3.02% Deane Retirement Strategies, Inc. 3Y 7Y 2.71% Sather Financial Group Inc 3Y 7Y 2.69%

FAQ About MARSHALL & SULLIVAN INC /WA/ and ADBE

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

How long has MARSHALL & SULLIVAN INC /WA/ reported owning ADBE?

MARSHALL & SULLIVAN INC /WA/ reported ADBE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ADBE position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for ADBE was 3.74% in 2023 Q4.

What is the latest reported ADBE position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL & SULLIVAN INC /WA/ reported 11,789 shares, equal to 1.93% of portfolio, with an estimated market value of $4.2M.

What does the chart on this ADBE ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'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.

How well did MARSHALL & SULLIVAN INC /WA/ time their ADBE position?

Based on 13F filing dates vs. subsequent ADBE price moves, MARSHALL & SULLIVAN INC /WA/ correctly timed 12 out of 24 reported position changes (50%).

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