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CBIZ Investment Advisory Services’s Autodesk ADSK Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-65
Closed -$19.2K – 423
2025
Q4 		$19.2K Buy
65
+12
+23% +$3.63K ﹤0.01% 271
2025
Q3 		$16.8K Sell
53
-10
-16% -$3.05K ﹤0.01% 267
2025
Q2 		$19.5K Buy
63
+31
+97% +$8.79K ﹤0.01% 269
2025
Q1 		$8.38K Buy
+32
New +$9.1K ﹤0.01% 337

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

CBIZ Investment Advisory Services's ADSK Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 65 shares — an estimated $19.2K sold.

CBIZ Investment Advisory Services first reported a position in ADSK in Q1 2025 and held it in 4 quarters. The position peaked at $19.5K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 65 Autodesk shares in Q1 2026, an estimated $19.2K.
  • CBIZ Investment Advisory Services first reported a position in Autodesk in Q1 2025 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Autodesk position peaked at $19.5K in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.