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Forum Financial Management’s Autodesk ADSK Stock Holding History

Forum Financial Management’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
-1,705
Closed -$505K – 342
2025
Q4 		$505K Buy
1,705
+23
+1% +$6.96K 0.01% 468
2025
Q3 		$534K Buy
1,682
+196
+13% +$59.7K 0.01% 432
2025
Q2 		$460K Sell
1,486
-56
-4% -$15.9K 0.01% 448
2025
Q1 		$404K Buy
+1,542
New +$439K 0.01% 450
2024
Q4 		– Sell
-915
Closed -$252K – 899
2024
Q3 		$252K Sell
915
-4
-0.4% -$1.01K ﹤0.01% 604
2024
Q2 		$227K Sell
919
-26
-3% -$5.84K ﹤0.01% 607
2024
Q1 		$246K Buy
945
+33
+4% +$8.35K ﹤0.01% 597
2023
Q4 		$222K Buy
+912
New +$197K ﹤0.01% 594

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

Forum Financial Management's ADSK Position: Q1 2026 in Review

Forum Financial Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 1,705 shares — an estimated $505K sold.

Forum Financial Management first reported a position in ADSK in Q4 2023 and held it in 8 quarters. The position peaked at $534K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Forum Financial Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,705 Autodesk shares in Q1 2026, an estimated $505K.
  • Forum Financial Management first reported a position in Autodesk in Q4 2023 and held it in 8 quarters.
  • Forum Financial Management's Autodesk position peaked at $534K in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.