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Caldwell Trust’s Autodesk ADSK Stock Holding History

Caldwell 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 		$169K Sell
704
-144
-17% -$36.2K 0.02% 351
2025
Q4 		$251K Sell
848
-1
-0.1% -$303 0.02% 295
2025
Q3 		$270K Sell
849
-128
-13% -$39K 0.03% 284
2025
Q2 		$302K Hold
977
– – 0.03% 264
2025
Q1 		$256K Hold
977
– – 0.03% 288
2024
Q4 		$289K Sell
977
-14
-1% -$4.14K 0.03% 274
2024
Q3 		$273K Sell
991
-197
-17% -$49.6K 0.03% 282
2024
Q2 		$294K Buy
1,188
+143
+14% +$32.1K 0.03% 268
2024
Q1 		$272K Buy
1,045
+303
+41% +$76.7K 0.03% 274
2023
Q4 		$181K Buy
742
+83
+13% +$17.9K 0.02% 304
2023
Q3 		$136K Buy
659
+197
+43% +$41.4K 0.02% 323
2023
Q2 		$94.5K Buy
462
+188
+69% +$37.6K 0.01% 364
2023
Q1 		$57K Buy
274
+55
+25% +$11.3K 0.01% 416
2022
Q4 		$40.9K Sell
219
-37
-14% -$7.42K 0.01% 453
2022
Q3 		$47.8K Buy
256
+37
+17% +$7.48K 0.01% 434
2022
Q2 		$37.7K Hold
219
– – 0.01% 486
2022
Q1 		$46.9K Hold
219
– – 0.01% 471
2021
Q4 		$61.6K Sell
219
-138
-39% -$40.2K 0.01% 431
2021
Q3 		$102K Hold
357
– – 0.01% 357
2021
Q2 		$104K Sell
357
-26
-7% -$7.42K 0.01% 355
2021
Q1 		$106K Hold
383
– – 0.01% 339
2020
Q4 		$117K Hold
383
– – 0.02% 315
2020
Q3 		$88.5K Hold
383
– – 0.01% 338
2020
Q2 		$91.6K Buy
383
+35
+10% +$6.88K 0.02% 344
2020
Q1 		$54.3K Hold
348
– – 0.01% 403
2019
Q4 		$63.8K Buy
+348
New +$56.4K 0.01% 420

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

Caldwell Trust's ADSK Position: Q1 2026 in Review

Caldwell Trust reduced its Autodesk (ADSK) stake by 17% in Q1 2026, selling an estimated $36.2K and leaving 704 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #351.

Caldwell Trust first reported a position in ADSK in Q4 2019 and has held it in 26 quarters since. The position peaked at $302K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Caldwell Trust held 704 shares of Autodesk worth $169K as of Q1 2026.
  • Caldwell Trust sold 144 Autodesk shares in Q1 2026, an estimated $36.2K.
  • Autodesk made up 0.02% of Caldwell Trust's portfolio in Q1 2026, its #351 holding.
  • Caldwell Trust first reported a position in Autodesk in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Autodesk position peaked at $302K in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.