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Autodesk shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Autodesk (ADSK) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Autodesk

Tip: Access up to 7 years of quarterly data

All positions including Autodesk held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Autodesk by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $286k 965 296.01
2021-12-31 $144k 513 280.70

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional International Value Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Pimco Multisector Bond Active Exchange-traded Fund Multisector Bd (PYLD)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Autodesk

BlackRock
Vanguard Group
State Street Corporation
Loomis, Sayles and
Geode Capital Management
Investec Asset Management
FMR
Massachusetts Financial Services
Ubs Global Asset Management Americas
Arrowstreet Capital, Limited Partnership
Norges Bank Investment Management
Northern Trust
Amundi
Invesco
Brown Advisory Holdings Incorporated

View all funds holding Autodesk