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Concurrent Investment Advisors’s Autodesk ADSK Stock Holding History

Concurrent Investment Advisors’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 		$868K Buy
4,463
+117
+3% +$26.7K 0.01% 1081
2026
Q1 		$1.04M Sell
4,346
-1,556
-26% -$391K 0.01% 862
2025
Q4 		$1.75M Buy
5,902
+2,608
+79% +$789K 0.02% 619
2025
Q3 		$1.05M Buy
3,294
+234
+8% +$71.3K 0.02% 643
2025
Q2 		$947K Buy
3,060
+249
+9% +$70.6K 0.02% 608
2025
Q1 		$736K Buy
2,811
+106
+4% +$30.1K 0.02% 630
2024
Q4 		$800K Buy
2,705
+127
+5% +$37.5K 0.02% 546
2024
Q3 		$710K Buy
2,578
+194
+8% +$48.8K 0.02% 539
2024
Q2 		$590K Buy
2,384
+131
+6% +$29.4K 0.02% 548
2024
Q1 		$586K Buy
2,253
+1,416
+169% +$358K 0.02% 500
2023
Q4 		$204K Buy
+837
New +$181K 0.01% 766

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

Concurrent Investment Advisors's ADSK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Autodesk (ADSK) stake by 2.7% in Q2 2026, buying an estimated $26.7K and bringing the position to 4,463 shares worth $868K. The position accounts for 0.01% of the portfolio, ranked #1081.

Concurrent Investment Advisors first reported a position in ADSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q4 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Concurrent Investment Advisors held 4,463 shares of Autodesk worth $868K as of Q2 2026.
  • Concurrent Investment Advisors bought 117 Autodesk shares in Q2 2026, an estimated $26.7K.
  • Autodesk made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1081 holding.
  • Concurrent Investment Advisors first reported a position in Autodesk in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Autodesk position peaked at $1.75M in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.