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Catalyst Financial Partners’s Autodesk ADSK Stock Holding History

Catalyst Financial Partners’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 		$548K Buy
2,291
+1,251
+120% +$314K 0.06% 184
2025
Q4 		$308K Buy
1,040
+17
+2% +$5.14K 0.03% 243
2025
Q3 		$325K Buy
1,023
+37
+4% +$11.3K 0.04% 227
2025
Q2 		$305K Buy
986
+126
+15% +$35.7K 0.03% 232
2025
Q1 		$225K Buy
860
+33
+4% +$9.38K 0.04% 251
2024
Q4 		$244K Buy
827
+61
+8% +$18K 0.05% 239
2024
Q3 		$211K Buy
+766
New +$193K 0.04% 262

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

Catalyst Financial Partners's ADSK Position: Q1 2026 in Review

Catalyst Financial Partners increased its Autodesk (ADSK) stake by 120% in Q1 2026, buying an estimated $314K and bringing the position to 2,291 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #184.

Catalyst Financial Partners first reported a position in ADSK in Q3 2024 and has held it in 7 quarters since. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Catalyst Financial Partners held 2,291 shares of Autodesk worth $548K as of Q1 2026.
  • Catalyst Financial Partners bought 1,251 Autodesk shares in Q1 2026, an estimated $314K.
  • Autodesk made up 0.06% of Catalyst Financial Partners's portfolio in Q1 2026, its #184 holding.
  • Catalyst Financial Partners first reported a position in Autodesk in Q3 2024 and has held it in 7 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.