BWM
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Bernard Wealth Management’s Autodesk ADSK Stock Holding History

Bernard 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 		$2.39K Hold
10
– – ﹤0.01% 282
2025
Q4 		$2.96K Hold
10
– – ﹤0.01% 267
2025
Q3 		$3.18K Hold
10
– – ﹤0.01% 255
2025
Q2 		$3.1K Hold
10
– – ﹤0.01% 248
2025
Q1 		$2.62K Hold
10
– – ﹤0.01% 289
2024
Q4 		$2.96K Buy
+10
New +$2.95K ﹤0.01% 254

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

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

Bernard Wealth Management held its Autodesk (ADSK) position steady in Q1 2026 at 10 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Bernard Wealth Management first reported a position in ADSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.18K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Bernard Wealth Management held 10 shares of Autodesk worth $2.39K as of Q1 2026.
  • Bernard Wealth Management left its Autodesk share count unchanged in Q1 2026.
  • Autodesk made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #282 holding.
  • Bernard Wealth Management first reported a position in Autodesk in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Autodesk position peaked at $3.18K in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.