Welch & Forbes’s Autodesk ADSK Stock Holding History

Welch & Forbes’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	-1,159	Closed	-$343K	–	369
2025 Q4	$343K	Buy	1,159 +34	+3%	+$10.3K	﹤0.01%	310
2025 Q3	$357K	Hold	1,125	–	–	﹤0.01%	308
2025 Q2	$348K	Buy	+1,125	New	+$319K	﹤0.01%	307

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Welch & Forbes's ADSK Position: Q1 2026 in Review

Welch & Forbes sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 1,159 shares — an estimated $343K sold.

Welch & Forbes first reported a position in ADSK in Q2 2025 and held it in 3 quarters. The position peaked at $357K in Q3 2025. 1,322 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Welch & Forbes reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
Welch & Forbes sold 1,159 Autodesk shares in Q1 2026, an estimated $343K.
Welch & Forbes first reported a position in Autodesk in Q2 2025 and held it in 3 quarters.
Welch & Forbes's Autodesk position peaked at $357K in Q3 2025.
1,322 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.