AWM
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Axxcess Wealth Management’s Autodesk ADSK Stock Holding History

Axxcess 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 		– Sell
-5,322
Closed -$1.58M – 385
2025
Q4 		$1.58M Buy
5,322
+4,640
+680% +$1.4M 0.03% 415
2025
Q3 		$217K Hold
682
– – ﹤0.01% 864
2025
Q2 		$211K Buy
+682
New +$193K ﹤0.01% 833
2025
Q1 		– Sell
-752
Closed -$222K – 849
2024
Q4 		$222K Sell
752
-738
-50% -$218K 0.01% 785
2024
Q3 		$410K Buy
1,490
+381
+34% +$95.9K 0.01% 601
2024
Q2 		$274K Sell
1,109
-913
-45% -$205K 0.01% 684
2024
Q1 		$527K Buy
2,022
+773
+62% +$196K 0.01% 521
2023
Q4 		$304K Buy
+1,249
New +$270K 0.01% 639
2022
Q1 		– Sell
-767
Closed -$216K – 629
2021
Q4 		$216K Buy
+767
New +$224K 0.02% 569

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

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

Axxcess Wealth Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 5,322 shares — an estimated $1.58M sold.

Axxcess Wealth Management first reported a position in ADSK in Q4 2021 and held it in 9 quarters. The position peaked at $1.58M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,322 Autodesk shares in Q1 2026, an estimated $1.58M.
  • Axxcess Wealth Management first reported a position in Autodesk in Q4 2021 and held it in 9 quarters.
  • Axxcess Wealth Management's Autodesk position peaked at $1.58M in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.