AFM
ADSK icon

Abbot Financial Management’s Autodesk ADSK Stock Holding History

Abbot Financial Management’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
2021
Q1 		– Sell
-300
Closed -$92K – 135
2020
Q4 		$92K Hold
300
– – 0.05% 132
2020
Q3 		$69K Buy
300
+100
+50% +$23.8K 0.04% 122
2020
Q2 		$48K Buy
+200
New +$39.3K 0.03% 122

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

Abbot Financial Management's ADSK Position: Q1 2026 in Review

Abbot Financial Management held its Autodesk (ADSK) position steady in Q1 2026 at 885 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #132.

Abbot Financial Management first reported a position in ADSK in Q4 2019 and has held it in 26 quarters since. The position peaked at $509K in Q4 2021. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Abbot Financial Management held 885 shares of Autodesk worth $212K as of Q1 2026.
  • Abbot Financial Management left its Autodesk share count unchanged in Q1 2026.
  • Autodesk made up 0.09% of Abbot Financial Management's portfolio in Q1 2026, its #132 holding.
  • Abbot Financial Management first reported a position in Autodesk in Q4 2019 and has held it in 26 quarters since.
  • Abbot Financial Management's Autodesk position peaked at $509K in Q4 2021.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.