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Confluence Wealth Services’s Autodesk ADSK Stock Holding History

Confluence Wealth Services’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
-965
Closed -$286K – 367
2025
Q4 		$286K Buy
+965
New +$292K 0.01% 326
2022
Q1 		– Sell
-513
Closed -$144K – 264
2021
Q4 		$144K Buy
+513
New +$150K 0.05% 269

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

Confluence Wealth Services's ADSK Position: Q1 2026 in Review

Confluence Wealth Services sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 965 shares — an estimated $286K sold.

Confluence Wealth Services first reported a position in ADSK in Q4 2021 and held it in 2 quarters. The position peaked at $286K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Confluence Wealth Services reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Confluence Wealth Services sold 965 Autodesk shares in Q1 2026, an estimated $286K.
  • Confluence Wealth Services first reported a position in Autodesk in Q4 2021 and held it in 2 quarters.
  • Confluence Wealth Services's Autodesk position peaked at $286K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Confluence Wealth Services's 13F filing for Q1 2026, filed 7 May 2026.