Alpha Family Trust’s Autodesk ADSK Stock Holding History

Alpha Family Trust’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	-1,350	Closed	-$400K	–	206
2025 Q4	$400K	Hold	1,350	–	–	0.18%	97
2025 Q3	$429K	Hold	1,350	–	–	0.2%	90
2025 Q2	$418K	Buy	+1,350	New	+$383K	0.21%	91

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Alpha Family Trust's ADSK Position: Q1 2026 in Review

Alpha Family Trust sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 1,350 shares — an estimated $400K sold.

Alpha Family Trust first reported a position in ADSK in Q2 2025 and held it in 3 quarters. The position peaked at $429K in Q3 2025. 1,313 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Alpha Family Trust reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
Alpha Family Trust sold 1,350 Autodesk shares in Q1 2026, an estimated $400K.
Alpha Family Trust first reported a position in Autodesk in Q2 2025 and held it in 3 quarters.
Alpha Family Trust's Autodesk position peaked at $429K in Q3 2025.
1,313 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.