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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Concord Wealth Partners's ADSK Position: Q1 2026 in Review

Concord Wealth Partners sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 29 shares — an estimated $8.58K sold.

Concord Wealth Partners first reported a position in ADSK in Q1 2021 and held it in 17 quarters. The position peaked at $30.4K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Concord Wealth Partners reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 29 Autodesk shares in Q1 2026, an estimated $8.58K.
Concord Wealth Partners first reported a position in Autodesk in Q1 2021 and held it in 17 quarters.
Concord Wealth Partners's Autodesk position peaked at $30.4K in Q4 2024.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.