AWA
ADSK icon

Arkadios Wealth Advisors’s Autodesk ADSK Stock Holding History

Arkadios Wealth 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 		$832K Sell
3,475
-31
-0.9% -$7.79K 0.01% 881
2025
Q4 		$1.04M Buy
3,506
+237
+7% +$71.7K 0.02% 681
2025
Q3 		$1.04M Buy
3,269
+433
+15% +$132K 0.02% 622
2025
Q2 		$878K Sell
2,836
-126
-4% -$35.7K 0.03% 613
2025
Q1 		$775K Buy
2,962
+371
+14% +$106K 0.03% 548
2024
Q4 		$766K Buy
2,591
+175
+7% +$51.7K 0.04% 399
2024
Q3 		$666K Sell
2,416
-64
-3% -$16.1K 0.04% 444
2024
Q2 		$614K Sell
2,480
-397
-14% -$89.2K 0.04% 410
2024
Q1 		$749K Sell
2,877
-128
-4% -$32.4K 0.06% 296
2023
Q4 		$732K Sell
3,005
-130
-4% -$28.1K 0.06% 281
2023
Q3 		$649K Buy
3,135
+147
+5% +$30.9K 0.06% 279
2023
Q2 		$611K Sell
2,988
-361
-11% -$72.2K 0.07% 265
2023
Q1 		$697K Buy
3,349
+142
+4% +$29.2K 0.08% 241
2022
Q4 		$599K Buy
3,207
+2
+0.1% +$401 0.08% 258
2022
Q3 		$599K Sell
3,205
-44
-1% -$8.89K 0.09% 241
2022
Q2 		$559K Sell
3,249
-222
-6% -$42.7K 0.08% 257
2022
Q1 		$744K Buy
3,471
+525
+18% +$121K 0.1% 237
2021
Q4 		$828K Buy
2,946
+2,818
+2,202% +$821K 0.11% 213
2021
Q3 		$36K Sell
128
-258
-67% -$79K 0.01% 989
2021
Q2 		$112K Buy
386
+79
+26% +$22.5K 0.01% 688
2021
Q1 		$85K Sell
307
-111
-27% -$32K 0.01% 567
2020
Q4 		$127K Buy
418
+349
+506% +$92K 0.03% 395
2020
Q3 		$17.9K Sell
69
-16
-19% -$3.8K 0.01% 625
2020
Q2 		$19.9K Buy
85
+29
+52% +$5.7K 0.01% 544
2020
Q1 		$8.74K Buy
56
+50
+833% +$9.18K 0.01% 667
2019
Q4 		$1.25K Buy
+6
New +$972 ﹤0.01% 864

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

Arkadios Wealth Advisors's ADSK Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Autodesk (ADSK) stake by 0.88% in Q1 2026, selling an estimated $7.79K and leaving 3,475 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #881.

Arkadios Wealth Advisors first reported a position in ADSK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.04M in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Arkadios Wealth Advisors held 3,475 shares of Autodesk worth $832K as of Q1 2026.
  • Arkadios Wealth Advisors sold 31 Autodesk shares in Q1 2026, an estimated $7.79K.
  • Autodesk made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #881 holding.
  • Arkadios Wealth Advisors first reported a position in Autodesk in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Autodesk position peaked at $1.04M in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.