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Morris Financial Concepts’s Autodesk ADSK Stock Holding History

Morris Financial Concepts’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
-970
Closed -$287K – 196
2025
Q4 		$287K Sell
970
-3
-0.3% -$908 0.1% 109
2025
Q3 		$309K Sell
973
-1
-0.1% -$305 0.11% 103
2025
Q2 		$302K Sell
974
-3
-0.3% -$851 0.12% 100
2025
Q1 		$256K Hold
977
– – 0.11% 109
2024
Q4 		$289K Hold
977
– – 0.12% 98
2024
Q3 		$269K Sell
977
-102
-9% -$25.7K 0.12% 98
2024
Q2 		$267K Sell
1,079
-6
-0.6% -$1.35K 0.13% 88
2024
Q1 		$283K Hold
1,085
– – 0.14% 84
2023
Q4 		$264K Buy
+1,085
New +$234K 0.15% 84

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

Morris Financial Concepts's ADSK Position: Q1 2026 in Review

Morris Financial Concepts sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 970 shares — an estimated $287K sold.

Morris Financial Concepts first reported a position in ADSK in Q4 2023 and held it in 9 quarters. The position peaked at $309K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Morris Financial Concepts reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Morris Financial Concepts sold 970 Autodesk shares in Q1 2026, an estimated $287K.
  • Morris Financial Concepts first reported a position in Autodesk in Q4 2023 and held it in 9 quarters.
  • Morris Financial Concepts's Autodesk position peaked at $309K in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.