GVAG
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Great Valley Advisor Group’s Autodesk ADSK Stock Holding History

Great Valley Advisor Group’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 		$780K Sell
3,259
-90
-3% -$22.6K 0.01% 556
2025
Q4 		$992K Buy
3,349
+11
+0.3% +$3.33K 0.02% 481
2025
Q3 		$1.06M Buy
3,338
+15
+0.5% +$4.57K 0.02% 465
2025
Q2 		$1.03M Sell
3,323
-38
-1% -$10.8K 0.02% 456
2025
Q1 		$879K Sell
3,361
-296
-8% -$84.2K 0.02% 474
2024
Q4 		$1.08M Buy
3,657
+376
+11% +$111K 0.02% 430
2024
Q3 		$904K Buy
3,281
+9
+0.3% +$2.27K 0.02% 446
2024
Q2 		$810K Buy
3,272
+6
+0.2% +$1.35K 0.02% 428
2024
Q1 		$850K Sell
3,266
-43
-1% -$10.9K 0.03% 398
2023
Q4 		$805K Buy
3,309
+55
+2% +$11.9K 0.03% 369
2023
Q3 		$673K Buy
3,254
+206
+7% +$43.3K 0.03% 381
2023
Q2 		$623K Sell
3,048
-99
-3% -$19.8K 0.03% 398
2023
Q1 		$655K Buy
3,147
+1,513
+93% +$312K 0.03% 385
2022
Q4 		$305K Hold
1,634
– – 0.02% 539
2022
Q3 		$305K Sell
1,634
-2,046
-56% -$413K 0.02% 534
2022
Q2 		$633K Buy
3,680
+1,831
+99% +$352K 0.03% 385
2022
Q1 		$414K Buy
1,849
+263
+17% +$60.6K 0.02% 422
2021
Q4 		$446K Sell
1,586
-161
-9% -$46.9K 0.03% 408
2021
Q3 		$498K Sell
1,747
-8
-0.5% -$2.45K 0.03% 358
2021
Q2 		$512K Buy
1,755
+41
+2% +$11.7K 0.04% 346
2021
Q1 		$475K Sell
1,714
-44
-3% -$12.7K 0.05% 315
2020
Q4 		$537K Buy
1,758
+80
+5% +$21.1K 0.06% 270
2020
Q3 		$388K Sell
1,678
-20
-1% -$4.75K 0.05% 291
2020
Q2 		$406K Buy
1,698
+49
+3% +$9.63K 0.07% 269
2020
Q1 		$257K Hold
1,649
– – 0.07% 258
2019
Q4 		$303K Hold
1,649
– – 0.07% 279
2019
Q3 		$244K Hold
1,649
– – 0.06% 297
2019
Q2 		$269K Buy
1,649
+54
+3% +$9.08K 0.07% 268
2019
Q1 		$249K Hold
1,595
– – 0.08% 257
2018
Q4 		$205K Buy
+1,595
New +$215K 0.08% 221

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

Great Valley Advisor Group's ADSK Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Autodesk (ADSK) stake by 2.7% in Q1 2026, selling an estimated $22.6K and leaving 3,259 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #556.

Great Valley Advisor Group first reported a position in ADSK in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.08M in Q4 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Great Valley Advisor Group held 3,259 shares of Autodesk worth $780K as of Q1 2026.
  • Great Valley Advisor Group sold 90 Autodesk shares in Q1 2026, an estimated $22.6K.
  • Autodesk made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #556 holding.
  • Great Valley Advisor Group first reported a position in Autodesk in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Autodesk position peaked at $1.08M in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.