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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
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 $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

Concurrent Investment Advisors's ADSK Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Autodesk (ADSK) stake by 26% in Q1 2026, selling an estimated $391K and leaving 4,346 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #862.

Concurrent Investment Advisors first reported a position in ADSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.75M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Concurrent Investment Advisors held 4,346 shares of Autodesk worth $1.04M as of Q1 2026.
  • Concurrent Investment Advisors sold 1,556 Autodesk shares in Q1 2026, an estimated $391K.
  • Autodesk made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #862 holding.
  • Concurrent Investment Advisors first reported a position in Autodesk in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Autodesk position peaked at $1.75M in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.