Montag & Associates’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $514K | Sell |
2,148
-136
| -6% | -$34.2K | 0.02% | 303 |
|
|
2025
Q4 | $676K | Sell |
2,284
-404
| -15% | -$122K | 0.03% | 273 |
|
|
2025
Q3 | $854K | Buy |
2,688
+65
| +2% | +$19.8K | 0.04% | 258 |
|
|
2025
Q2 | $812K | Hold |
2,623
| – | – | 0.04% | 258 |
|
|
2025
Q1 | $687K | Buy |
2,623
+247
| +10% | +$70.2K | 0.03% | 280 |
|
|
2024
Q4 | $702K | Hold |
2,376
| – | – | 0.03% | 284 |
|
|
2024
Q3 | $655K | Buy |
2,376
+359
| +18% | +$90.4K | 0.03% | 291 |
|
|
2024
Q2 | $499K | Hold |
2,017
| – | – | 0.03% | 311 |
|
|
2024
Q1 | $525K | Buy |
2,017
+772
| +62% | +$195K | 0.03% | 317 |
|
|
2023
Q4 | $303K | Buy |
1,245
+280
| +29% | +$60.5K | 0.02% | 350 |
|
|
2023
Q3 | $200K | Hold |
965
| – | – | 0.01% | 379 |
|
|
2023
Q2 | $197K | Hold |
965
| – | – | 0.01% | 397 |
|
|
2023
Q1 | $201K | Hold |
965
| – | – | 0.01% | 383 |
|
|
2022
Q4 | $180K | Buy |
965
+56
| +6% | +$11.2K | 0.01% | 384 |
|
|
2022
Q3 | $170K | Sell |
909
-190
| -17% | -$38.4K | 0.01% | 375 |
|
|
2022
Q2 | $189K | Hold |
1,099
| – | – | 0.01% | 370 |
|
|
2022
Q1 | $236K | Hold |
1,099
| – | – | 0.01% | 371 |
|
|
2021
Q4 | $309K | Buy |
1,099
+9
| +0.8% | +$2.62K | 0.02% | 345 |
|
|
2021
Q3 | $311K | Sell |
1,090
-300
| -22% | -$91.8K | 0.02% | 336 |
|
|
2021
Q2 | $406K | Hold |
1,390
| – | – | 0.02% | 310 |
|
|
2021
Q1 | $385K | Sell |
1,390
-350
| -20% | -$101K | 0.02% | 312 |
|
|
2020
Q4 | $531K | Hold |
1,740
| – | – | 0.03% | 270 |
|
|
2020
Q3 | $402K | Hold |
1,740
| – | – | 0.03% | 244 |
|
|
2020
Q2 | $416K | Hold |
1,740
| – | – | 0.04% | 232 |
|
|
2020
Q1 | $272K | Hold |
1,740
| – | – | 0.03% | 251 |
|
|
2019
Q4 | $319K | Buy |
1,740
+190
| +12% | +$30.8K | 0.03% | 255 |
|
|
2019
Q3 | $229K | Sell |
1,550
-342
| -18% | -$53.2K | 0.02% | 278 |
|
|
2019
Q2 | $308K | Buy |
1,892
+342
| +22% | +$57.5K | 0.03% | 260 |
|
|
2019
Q1 | $242K | Buy |
+1,550
| New | +$232K | 0.02% | 279 |
|
|
2018
Q4 | – | Sell |
-1,550
| Closed | -$242K | – | 288 |
|
|
2018
Q3 | $242K | Hold |
1,550
| – | – | 0.02% | 297 |
|
|
2018
Q2 | $203K | Buy |
+1,550
| New | +$205K | 0.02% | 270 |
|
Other funds holding ADSK
VCM
VPM
Montag & Associates's ADSK Position: Q1 2026 in Review
Montag & Associates reduced its Autodesk (ADSK) stake by 6% in Q1 2026, selling an estimated $34.2K and leaving 2,148 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #303.
Montag & Associates first reported a position in ADSK in Q2 2018 and has held it in 31 quarters since. The position peaked at $854K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.
- Montag & Associates held 2,148 shares of Autodesk worth $514K as of Q1 2026.
- Montag & Associates sold 136 Autodesk shares in Q1 2026, an estimated $34.2K.
- Autodesk made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #303 holding.
- Montag & Associates first reported a position in Autodesk in Q2 2018 and has held it in 31 quarters since.
- Montag & Associates's Autodesk position peaked at $854K in Q3 2025.
- 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.
Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.