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Callan Family Office’s Autodesk ADSK Stock Holding History

Callan Family Office’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 		$1.68M Sell
7,030
-1,117
-14% -$281K 0.04% 399
2025
Q4 		$2.41M Buy
8,147
+2,059
+34% +$623K 0.05% 316
2025
Q3 		$1.93M Sell
6,088
-535
-8% -$163K 0.06% 271
2025
Q2 		$2.05M Buy
6,623
+4,782
+260% +$1.36M 0.06% 270
2025
Q1 		$482K Sell
1,841
-1,277
-41% -$363K 0.04% 330
2024
Q4 		$922K Buy
+3,118
New +$921K 0.06% 266

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

Callan Family Office's ADSK Position: Q1 2026 in Review

Callan Family Office reduced its Autodesk (ADSK) stake by 14% in Q1 2026, selling an estimated $281K and leaving 7,030 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #399.

Callan Family Office first reported a position in ADSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.41M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Callan Family Office held 7,030 shares of Autodesk worth $1.68M as of Q1 2026.
  • Callan Family Office sold 1,117 Autodesk shares in Q1 2026, an estimated $281K.
  • Autodesk made up 0.04% of Callan Family Office's portfolio in Q1 2026, its #399 holding.
  • Callan Family Office first reported a position in Autodesk in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Autodesk position peaked at $2.41M in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.