AWM
ADSK icon

AE Wealth Management’s Autodesk ADSK Stock Holding History

AE Wealth 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
2026
Q1 		$1.85M Buy
7,747
+4,926
+175% +$1.24M 0.01% 669
2025
Q4 		$835K Sell
2,821
-35
-1% -$10.6K ﹤0.01% 853
2025
Q3 		$907K Buy
2,856
+165
+6% +$50.3K 0.01% 778
2025
Q2 		$833K Buy
2,691
+675
+33% +$191K 0.01% 772
2025
Q1 		$528K Buy
2,016
+278
+16% +$79.1K ﹤0.01% 904
2024
Q4 		$514K Buy
1,738
+364
+26% +$108K ﹤0.01% 904
2024
Q3 		$379K Buy
1,374
+46
+3% +$11.6K ﹤0.01% 961
2024
Q2 		$329K Buy
1,328
+295
+29% +$66.3K ﹤0.01% 999
2024
Q1 		$269K Sell
1,033
-6,740
-87% -$1.71M ﹤0.01% 996
2023
Q4 		$1.97M Buy
7,773
+3,732
+92% +$806K 0.01% 911
2023
Q3 		$836K Sell
4,041
-15,674
-80% -$3.29M 0.01% 1172
2023
Q2 		$4.03M Buy
19,715
+4,620
+31% +$924K 0.02% 608
2023
Q1 		$3.14M Sell
15,095
-2,624
-15% -$540K 0.02% 647
2022
Q4 		$3.31M Sell
17,719
-2,805
-14% -$563K 0.02% 585
2022
Q3 		$3.83M Sell
20,524
-3,058
-13% -$618K 0.03% 488
2022
Q2 		$4.05M Buy
23,582
+2,602
+12% +$500K 0.03% 446
2022
Q1 		$4.5M Buy
20,980
+3,115
+17% +$718K 0.03% 468
2021
Q4 		$5.02M Sell
17,865
-2,750
-13% -$802K 0.04% 412
2021
Q3 		$5.88M Buy
20,615
+7,601
+58% +$2.33M 0.05% 342
2021
Q2 		$3.8M Buy
13,014
+12,196
+1,491% +$3.48M 0.03% 448
2021
Q1 		$227K Buy
818
+12
+1% +$3.46K ﹤0.01% 1362
2020
Q4 		$246K Buy
+806
New +$212K ﹤0.01% 1209
2020
Q1 		– Sell
-1,467
Closed -$269K – 1110
2019
Q4 		$269K Buy
+1,467
New +$238K 0.01% 946
2019
Q3 		– Sell
-1,909
Closed -$311K – 990
2019
Q2 		$311K Buy
+1,909
New +$321K 0.01% 735

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

AE Wealth Management's ADSK Position: Q1 2026 in Review

AE Wealth Management increased its Autodesk (ADSK) stake by 175% in Q1 2026, buying an estimated $1.24M and bringing the position to 7,747 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #669.

AE Wealth Management first reported a position in ADSK in Q2 2019 and has held it in 24 quarters since. The position peaked at $5.88M in Q3 2021. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • AE Wealth Management held 7,747 shares of Autodesk worth $1.85M as of Q1 2026.
  • AE Wealth Management bought 4,926 Autodesk shares in Q1 2026, an estimated $1.24M.
  • Autodesk made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #669 holding.
  • AE Wealth Management first reported a position in Autodesk in Q2 2019 and has held it in 24 quarters since.
  • AE Wealth Management's Autodesk position peaked at $5.88M in Q3 2021.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.