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Bogart Wealth LLC’s Autodesk ADSK Stock Holding History

Bogart Wealth LLC’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 		$6.54M Buy
27,321
+804
+3% +$202K 0.25% 88
2025
Q4 		$7.85M Buy
26,517
+26,421
+27,522% +$7.99M 0.32% 73
2025
Q3 		$30.5K Sell
96
-30
-24% -$9.14K ﹤0.01% 557
2025
Q2 		$39K Buy
126
+44
+54% +$12.5K ﹤0.01% 494
2025
Q1 		$21.5K Buy
82
+35
+74% +$9.95K ﹤0.01% 571
2024
Q4 		$13.9K Buy
47
+8
+21% +$2.36K ﹤0.01% 662
2024
Q3 		$10.7K Hold
39
– – ﹤0.01% 686
2024
Q2 		$9.65K Hold
39
– – ﹤0.01% 678
2024
Q1 		$10.2K Hold
39
– – ﹤0.01% 647
2023
Q4 		$9.5K Hold
39
– – ﹤0.01% 641
2023
Q3 		$8.07K Hold
39
– – ﹤0.01% 638
2023
Q2 		$7.98K Sell
39
-13
-25% -$2.6K ﹤0.01% 625
2023
Q1 		$10.8K Buy
52
+19
+58% +$3.91K ﹤0.01% 575
2022
Q4 		$6.17K Hold
33
– – ﹤0.01% 627
2022
Q3 		$6K Hold
33
– – ﹤0.01% 646
2022
Q2 		$6K Buy
+33
New +$6.35K ﹤0.01% 606

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

Bogart Wealth LLC's ADSK Position: Q1 2026 in Review

Bogart Wealth LLC increased its Autodesk (ADSK) stake by 3% in Q1 2026, buying an estimated $202K and bringing the position to 27,321 shares worth $6.54M. The position accounts for 0.25% of the portfolio, ranked #88.

Bogart Wealth LLC first reported a position in ADSK in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.85M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Bogart Wealth LLC held 27,321 shares of Autodesk worth $6.54M as of Q1 2026.
  • Bogart Wealth LLC bought 804 Autodesk shares in Q1 2026, an estimated $202K.
  • Autodesk made up 0.25% of Bogart Wealth LLC's portfolio in Q1 2026, its #88 holding.
  • Bogart Wealth LLC first reported a position in Autodesk in Q2 2022 and has held it in 16 quarters since.
  • Bogart Wealth LLC's Autodesk position peaked at $7.85M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.