AT
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Avalon Trust’s Autodesk ADSK Stock Holding History

Avalon 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 		$43.1K Buy
180
+89
+98% +$22.4K ﹤0.01% 300
2025
Q4 		$26.9K Hold
91
– – ﹤0.01% 335
2025
Q3 		$28.9K Sell
91
-64
-41% -$19.5K ﹤0.01% 367
2025
Q2 		$48K Hold
155
– – ﹤0.01% 264
2025
Q1 		$40.6K Hold
155
– – ﹤0.01% 273
2024
Q4 		$45.8K Hold
155
– – ﹤0.01% 232
2024
Q3 		$42.7K Sell
155
-21
-12% -$5.29K ﹤0.01% 229
2024
Q2 		$43.6K Sell
176
-99
-36% -$22.2K ﹤0.01% 218
2024
Q1 		$71.6K Sell
275
-4
-1% -$1.01K 0.01% 193
2023
Q4 		$67.9K Buy
279
+72
+35% +$15.5K 0.01% 186
2023
Q3 		$42.8K Hold
207
– – ﹤0.01% 201
2023
Q2 		$42.4K Hold
207
– – ﹤0.01% 214
2023
Q1 		$43.1K Buy
+207
New +$42.6K ﹤0.01% 209

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

Avalon Trust's ADSK Position: Q1 2026 in Review

Avalon Trust increased its Autodesk (ADSK) stake by 98% in Q1 2026, buying an estimated $22.4K and bringing the position to 180 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Avalon Trust first reported a position in ADSK in Q1 2023 and has held it in 13 quarters since. The position peaked at $71.6K in Q1 2024. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Avalon Trust held 180 shares of Autodesk worth $43.1K as of Q1 2026.
  • Avalon Trust bought 89 Autodesk shares in Q1 2026, an estimated $22.4K.
  • Autodesk made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #300 holding.
  • Avalon Trust first reported a position in Autodesk in Q1 2023 and has held it in 13 quarters since.
  • Avalon Trust's Autodesk position peaked at $71.6K in Q1 2024.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.