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Boomfish Wealth Group’s Autodesk ADSK Stock Holding History

Boomfish Wealth Group’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 		$867K Buy
3,622
+142
+4% +$35.7K 0.46% 66
2025
Q4 		$1.03M Buy
3,480
+55
+2% +$16.6K 0.55% 62
2025
Q3 		$1.09M Buy
3,425
+339
+11% +$103K 0.59% 61
2025
Q2 		$955K Sell
3,086
-43
-1% -$12.2K 0.55% 60
2025
Q1 		$819K Sell
3,129
-55
-2% -$15.6K 0.53% 61
2024
Q4 		$941K Sell
3,184
-120
-4% -$35.5K 0.57% 60
2024
Q3 		$910K Sell
3,304
-201
-6% -$50.6K 0.56% 69
2024
Q2 		$867K Buy
+3,505
New +$787K 0.56% 71

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

Boomfish Wealth Group's ADSK Position: Q1 2026 in Review

Boomfish Wealth Group increased its Autodesk (ADSK) stake by 4.1% in Q1 2026, buying an estimated $35.7K and bringing the position to 3,622 shares worth $867K. The position accounts for 0.46% of the portfolio, ranked #66.

Boomfish Wealth Group first reported a position in ADSK in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Boomfish Wealth Group held 3,622 shares of Autodesk worth $867K as of Q1 2026.
  • Boomfish Wealth Group bought 142 Autodesk shares in Q1 2026, an estimated $35.7K.
  • Autodesk made up 0.46% of Boomfish Wealth Group's portfolio in Q1 2026, its #66 holding.
  • Boomfish Wealth Group first reported a position in Autodesk in Q2 2024 and has held it in 8 quarters since.
  • Boomfish Wealth Group's Autodesk position peaked at $1.09M in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.