Cumberland Partners’s Autodesk ADSK Stock Holding History

Cumberland 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	$1.68M	Sell	7,000 -18,646	-73%	-$4.69M	0.13%	99
2025 Q4	$7.59M	Buy	25,646 +10,164	+66%	+$3.08M	0.47%	45
2025 Q3	$4.92M	Buy	15,482 +762	+5%	+$232K	0.32%	62
2025 Q2	$4.56M	Sell	14,720 -5,713	-28%	-$1.62M	0.32%	59
2025 Q1	$5.35M	Buy	+20,433	New	+$5.81M	0.41%	49
2024 Q2	–	Sell	-1,630	Closed	-$424K	–	171
2024 Q1	$424K	Buy	+1,630	New	+$412K	0.03%	171
2023 Q1	–	Sell	-3,000	Closed	-$561K	–	161
2022 Q4	$561K	Buy	+3,000	New	+$602K	0.06%	135
2022 Q3	–	Sell	-5,500	Closed	-$946K	–	148
2022 Q2	$946K	Buy	5,500 +1,500	+38%	+$288K	0.09%	108
2022 Q1	$857K	Hold	4,000	–	–	0.06%	122
2021 Q4	$1.13M	Buy	4,000 +200	+5%	+$58.3K	0.08%	124
2021 Q3	$1.08M	Sell	3,800 -200	-5%	-$61.2K	0.09%	121
2021 Q2	$1.17M	Buy	4,000 +1,750	+78%	+$499K	0.09%	119
2021 Q1	$624K	Buy	+2,250	New	+$649K	0.05%	144
2020 Q3	–	Sell	-3,000	Closed	-$718K	–	152
2020 Q2	$718K	Buy	3,000 +1,400	+88%	+$275K	0.07%	123
2020 Q1	$250K	Buy	+1,600	New	+$294K	0.03%	150

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

Cumberland Partners's ADSK Position: Q1 2026 in Review

Cumberland Partners reduced its Autodesk (ADSK) stake by 73% in Q1 2026, selling an estimated $4.69M and leaving 7,000 shares worth $1.68M. The position accounts for 0.13% of the portfolio, ranked #99.

Cumberland Partners first reported a position in ADSK in Q1 2020 and has held it in 15 quarters since. The position peaked at $7.59M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Cumberland Partners held 7,000 shares of Autodesk worth $1.68M as of Q1 2026.
Cumberland Partners sold 18,646 Autodesk shares in Q1 2026, an estimated $4.69M.
Autodesk made up 0.13% of Cumberland Partners's portfolio in Q1 2026, its #99 holding.
Cumberland Partners first reported a position in Autodesk in Q1 2020 and has held it in 15 quarters since.
Cumberland Partners's Autodesk position peaked at $7.59M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.