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Chicago Partners Investment Group’s Autodesk ADSK Stock Holding History

Chicago Partners Investment Group’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.01M Buy
4,060
+1,378
+51% +$346K 0.02% 551
2025
Q4 		$724K Buy
2,682
+22
+0.8% +$6.66K 0.02% 572
2025
Q3 		$827K Buy
2,660
+1,205
+83% +$367K 0.02% 483
2025
Q2 		$438K Buy
1,455
+484
+50% +$137K 0.01% 654
2025
Q1 		$275K Sell
971
-45
-4% -$12.8K 0.01% 722
2024
Q4 		$301K Buy
1,016
+24
+2% +$7.09K 0.01% 654
2024
Q3 		$284K Buy
+992
New +$250K 0.01% 637
2022
Q1 		– Sell
-1,016
Closed -$231K – 567
2021
Q4 		$231K Sell
1,016
-741
-42% -$216K 0.02% 494
2021
Q3 		$571K Buy
1,757
+263
+18% +$80.5K 0.04% 313
2021
Q2 		$469K Sell
1,494
-14
-0.9% -$3.99K 0.03% 334
2021
Q1 		$451K Buy
1,508
+355
+31% +$102K 0.04% 318
2020
Q4 		$345K Sell
1,153
-254
-18% -$66.9K 0.03% 341
2020
Q3 		$349K Buy
1,407
+157
+13% +$37.3K 0.04% 288
2020
Q2 		$300K Sell
1,250
-90
-7% -$17.7K 0.04% 285
2020
Q1 		$242K Buy
+1,340
New +$246K 0.04% 292

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Chicago Partners Investment Group's ADSK Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Autodesk (ADSK) stake by 51% in Q1 2026, buying an estimated $346K and bringing the position to 4,060 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #551.

Chicago Partners Investment Group first reported a position in ADSK in Q1 2020 and has held it in 15 quarters since. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Chicago Partners Investment Group held 4,060 shares of Autodesk worth $1.01M as of Q1 2026.
  • Chicago Partners Investment Group bought 1,378 Autodesk shares in Q1 2026, an estimated $346K.
  • Autodesk made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #551 holding.
  • Chicago Partners Investment Group first reported a position in Autodesk in Q1 2020 and has held it in 15 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.