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ADSK icon

Apriem Advisors’s Autodesk ADSK Stock Holding History

Apriem Advisors’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 		$6.39M Sell
26,677
-969
-4% -$244K 0.61% 36
2025
Q4 		$8.18M Sell
27,646
-417
-1% -$126K 0.75% 28
2025
Q3 		$8.91M Sell
28,063
-1,399
-5% -$426K 0.84% 28
2025
Q2 		$9.12M Sell
29,462
-7,245
-20% -$2.06M 0.97% 25
2025
Q1 		$9.61M Sell
36,707
-5,879
-14% -$1.67M 1.13% 24
2024
Q4 		$12.6M Sell
42,586
-2,773
-6% -$819K 1.44% 20
2024
Q3 		$12.5M Sell
45,359
-1,333
-3% -$336K 1.46% 23
2024
Q2 		$11.6M Buy
46,692
+4,171
+10% +$937K 1.41% 21
2024
Q1 		$11.1M Sell
42,521
-683
-2% -$173K 1.39% 23
2023
Q4 		$10.5M Buy
+43,204
New +$9.33M 1.41% 23
2017
Q2 		– Sell
-25
Closed -$2K – 147
2017
Q1 		$2K Hold
25
– – ﹤0.01% 578
2016
Q4 		$2K Buy
+25
New +$1.84K ﹤0.01% 610

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

Apriem Advisors's ADSK Position: Q1 2026 in Review

Apriem Advisors reduced its Autodesk (ADSK) stake by 3.5% in Q1 2026, selling an estimated $244K and leaving 26,677 shares worth $6.39M. The position accounts for 0.61% of the portfolio, ranked #36.

Apriem Advisors first reported a position in ADSK in Q4 2016 and has held it in 12 quarters since. The position peaked at $12.6M in Q4 2024. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Apriem Advisors held 26,677 shares of Autodesk worth $6.39M as of Q1 2026.
  • Apriem Advisors sold 969 Autodesk shares in Q1 2026, an estimated $244K.
  • Autodesk made up 0.61% of Apriem Advisors's portfolio in Q1 2026, its #36 holding.
  • Apriem Advisors first reported a position in Autodesk in Q4 2016 and has held it in 12 quarters since.
  • Apriem Advisors's Autodesk position peaked at $12.6M in Q4 2024.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.