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Concord Wealth Partners’s Autodesk ADSK Stock Holding History

Concord Wealth Partners’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
Q2 		$5.44K Buy
+28
New +$6.39K ﹤0.01% 648
2026
Q1 		– Sell
-29
Closed -$8.58K – 216
2025
Q4 		$8.58K Sell
29
-63
-68% -$19.1K ﹤0.01% 561
2025
Q3 		$29.2K Sell
92
-4
-4% -$1.22K ﹤0.01% 410
2025
Q2 		$29.7K Hold
96
– – ﹤0.01% 409
2025
Q1 		$25.1K Sell
96
-7
-7% -$1.99K ﹤0.01% 409
2024
Q4 		$30.4K Hold
103
– – 0.01% 400
2024
Q3 		$28.4K Buy
+103
New +$25.9K ﹤0.01% 420
2024
Q2 		– Sell
-96
Closed -$25K – 841
2024
Q1 		$25K Buy
+96
New +$24.3K ﹤0.01% 458
2023
Q4 		– Sell
-42
Closed -$8.69K – 807
2023
Q3 		$8.69K Hold
42
– – ﹤0.01% 639
2023
Q2 		$8.59K Hold
42
– – ﹤0.01% 626
2023
Q1 		$8.74K Hold
42
– – ﹤0.01% 605
2022
Q4 		$7.85K Buy
+42
New +$8.43K ﹤0.01% 674
2022
Q3 		– Sell
-44
Closed -$8K – 167
2022
Q2 		$8K Sell
44
-44
-50% -$8.46K ﹤0.01% 720
2022
Q1 		$19K Buy
88
+48
+120% +$11.1K ﹤0.01% 637
2021
Q4 		$11K Buy
40
+36
+900% +$10.5K ﹤0.01% 751
2021
Q3 		$1K Sell
4
-30
-88% -$9.18K ﹤0.01% 799
2021
Q2 		$10K Buy
34
+3
+10% +$856 ﹤0.01% 619
2021
Q1 		$9K Buy
+31
New +$8.94K ﹤0.01% 590

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Concord Wealth Partners's ADSK Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Autodesk (ADSK) in Q2 2026: 28 shares worth $5.44K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ADSK as recently as Q4 2025.

Concord Wealth Partners first reported a position in ADSK in Q1 2021 and has held it in 18 quarters since. The position peaked at $30.4K in Q4 2024. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Concord Wealth Partners held 28 shares of Autodesk worth $5.44K as of Q2 2026.
  • Autodesk was a new Concord Wealth Partners position in Q2 2026.
  • Autodesk made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #648 holding.
  • Concord Wealth Partners first reported a position in Autodesk in Q1 2021 and has held it in 18 quarters since.
  • Concord Wealth Partners's Autodesk position peaked at $30.4K in Q4 2024.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.