Carson Wealth (CWM LLC)’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.82M | Sell |
32,648
-16,520
| -34% | -$4.15M | 0.02% | 647 |
|
|
2025
Q4 | $14.6M | Buy |
49,168
+8,354
| +20% | +$2.53M | 0.04% | 402 |
|
|
2025
Q3 | $13M | Sell |
40,814
-22,318
| -35% | -$6.8M | 0.04% | 388 |
|
|
2025
Q2 | $19.5M | Sell |
63,132
-6,079
| -9% | -$1.72M | 0.07% | 243 |
|
|
2025
Q1 | $18.1M | Buy |
69,211
+11,007
| +19% | +$3.13M | 0.07% | 238 |
|
|
2024
Q4 | $17.2M | Sell |
58,204
-2,451
| -4% | -$724K | 0.07% | 233 |
|
|
2024
Q3 | $16.7M | Sell |
60,655
-7,996
| -12% | -$2.01M | 0.07% | 231 |
|
|
2024
Q2 | $17M | Buy |
68,651
+205
| +0.3% | +$46.1K | 0.08% | 225 |
|
|
2024
Q1 | $17.8M | Buy |
68,446
+2,113
| +3% | +$535K | 0.09% | 211 |
|
|
2023
Q4 | $16.2M | Buy |
66,333
+17,643
| +36% | +$3.81M | 0.09% | 216 |
|
|
2023
Q3 | $10.1M | Sell |
48,690
-588
| -1% | -$124K | 0.06% | 239 |
|
|
2023
Q2 | $10.1M | Buy |
49,278
+43,473
| +749% | +$8.69M | 0.06% | 232 |
|
|
2023
Q1 | $1.21M | Sell |
5,805
-458
| -7% | -$94.3K | 0.01% | 604 |
|
|
2022
Q4 | $1.17M | Sell |
6,263
-874
| -12% | -$175K | 0.01% | 567 |
|
|
2022
Q3 | $1.33M | Buy |
7,137
+771
| +12% | +$156K | 0.01% | 487 |
|
|
2022
Q2 | $1.09M | Buy |
6,366
+108
| +2% | +$20.8K | 0.01% | 545 |
|
|
2022
Q1 | $1.34M | Sell |
6,258
-133
| -2% | -$30.6K | 0.01% | 493 |
|
|
2021
Q4 | $1.8M | Buy |
+6,391
| New | +$1.86M | 0.01% | 453 |
|
|
2021
Q2 | $158K | Hold |
542
| – | – | ﹤0.01% | 980 |
|
|
2021
Q1 | $158K | Hold |
542
| – | – | ﹤0.01% | 980 |
|
|
2020
Q4 | $158K | Hold |
542
| – | – | ﹤0.01% | 980 |
|
|
2020
Q3 | $158K | Hold |
542
| – | – | ﹤0.01% | 980 |
|
|
2020
Q2 | $158K | Hold |
542
| – | – | ﹤0.01% | 980 |
|
|
2020
Q1 | $158K | Hold |
542
| – | – | ﹤0.01% | 980 |
|
|
2019
Q4 | $158K | Hold |
542
| – | – | ﹤0.01% | 980 |
|
|
2019
Q3 | $158K | Hold |
542
| – | – | ﹤0.01% | 980 |
|
|
2019
Q2 | $158K | Hold |
542
| – | – | ﹤0.01% | 980 |
|
|
2019
Q1 | $158K | Buy |
542
+19
| +4% | +$2.84K | ﹤0.01% | 980 |
|
|
2018
Q4 | $67K | Buy |
523
+123
| +31% | +$16.6K | ﹤0.01% | 807 |
|
|
2018
Q3 | $62K | Sell |
400
-66
| -14% | -$9.32K | ﹤0.01% | 704 |
|
|
2018
Q2 | $61K | Buy |
466
+15
| +3% | +$1.99K | ﹤0.01% | 597 |
|
|
2018
Q1 | $57K | Buy |
451
+113
| +33% | +$13.5K | ﹤0.01% | 530 |
|
|
2017
Q4 | $35K | Sell |
338
-135
| -29% | -$15.7K | ﹤0.01% | 589 |
|
|
2017
Q3 | $53K | Buy |
473
+343
| +264% | +$37.8K | ﹤0.01% | 508 |
|
|
2017
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 718 |
|
|
2017
Q1 | $11K | Sell |
130
-63
| -33% | -$5.27K | ﹤0.01% | 718 |
|
|
2016
Q4 | $14K | Buy |
193
+186
| +2,657% | +$13.7K | ﹤0.01% | 660 |
|
|
2016
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 940 |
|
|
2016
Q2 | $0 | Buy |
+7
| New | +$405 | ﹤0.01% | 786 |
|
Other funds holding ADSK
VCM
VPM
Carson Wealth (CWM LLC)'s ADSK Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Autodesk (ADSK) stake by 34% in Q1 2026, selling an estimated $4.15M and leaving 32,648 shares worth $7.82M. The position accounts for 0.02% of the portfolio, ranked #647.
Carson Wealth (CWM LLC) first reported a position in ADSK in Q2 2016 and has held it in 39 quarters since. The position peaked at $19.5M in Q2 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.
- Carson Wealth (CWM LLC) held 32,648 shares of Autodesk worth $7.82M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 16,520 Autodesk shares in Q1 2026, an estimated $4.15M.
- Autodesk made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #647 holding.
- Carson Wealth (CWM LLC) first reported a position in Autodesk in Q2 2016 and has held it in 39 quarters since.
- Carson Wealth (CWM LLC)'s Autodesk position peaked at $19.5M in Q2 2025.
- 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.