W.G. Shaheen & Associates DBA Whitney & Co

Position in ADBE — Adobe Inc.

CIK 1577001 ROCHESTER, NY

Position in ADBE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,560,697

-$1,742,036 QoQ

Shares Held

46,633

+0.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#356

of 1,964 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Technology · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $38,087,444 across 5 Software - Application names. ADBE ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	108,994	$10,717,380
2	ADBE	Adobe Inc. This page	46,633	$9,560,697
3	CRM	Salesforce, Inc.	55,997	$8,772,490
4	NOW	ServiceNow, Inc.	83,766	$8,316,288
5	SHOP	Shopify Inc.	6,311	$720,589

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,560,697	46,633	+0.3%	Shares	Sole	2026-07-28
2026-03-31	$11,302,733	46,498	+8.2%	Shares	Sole	2026-05-05
2025-12-31	$15,037,320	42,965	-2.5%	Shares	Sole	2026-01-30
2025-09-30	$15,550,631	44,084	-0.2%	Shares	Sole	2025-11-07
2025-06-30	$17,091,971	44,179	+0.5%	Shares	Sole	2025-08-05
2025-03-31	$16,861,896	43,965	+43.1%	Shares	Sole	2025-05-06
2024-12-31	$13,657,456	30,713	+0.6%	Shares	Sole	2025-02-04
2024-09-30	$15,815,590	30,545	+1.1%	Shares	Sole	2024-11-07
2024-06-30	$16,779,530	30,204	-0.3%	Shares	Sole	2024-07-30
2024-03-31	$15,294,426	30,310	+1.3%	Shares	Sole	2024-05-08
2023-12-31	$17,852,061	29,923	+0.3%	Shares	Sole	2024-02-13
2023-09-30	$15,215,925	29,841	+1.2%	Shares	Sole	2023-11-08
2023-06-30	$14,415,914	29,481	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$11,280,936	29,273	+3.6%	Shares	Sole	2023-05-03
2022-12-31	$9,508,655	28,255	+1.9%	Shares	Sole	2023-02-03
2022-09-30	$7,628,268	27,719	+19.5%	Shares	Sole	2022-11-09
2022-06-30	$8,489,297	23,191	+28.2%	Shares	Sole	2022-08-05
2022-03-31	$8,242,165	18,090	+1.9%	Shares	Sole	2022-05-13
2021-12-31	$10,068,150	17,755	-0.4%	Shares	Sole	2022-02-11
2021-09-30	$10,258,178	17,818	+0.0%	Shares	Sole	2021-11-12
2021-06-30	$10,430,834	17,811	-0.3%	Shares	Sole	2021-08-13
2021-03-31	$8,495,337	17,871	+2.0%	Shares	Sole	2021-05-11
2020-12-31	$8,759,101	17,514	+1.5%	Shares	Sole	2021-02-10
2020-09-30	$8,465,802	17,262	+3.0%	Shares	Sole	2020-11-13
2020-06-30	$7,294,924	16,758	+8.1%	Shares	Sole	2020-08-13
2020-03-31	$4,932,083	15,498	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.