Client 1st Advisory Group’s Autodesk ADSK Stock Holding History

Client 1st Advisory Group’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	-931	Closed	-$276K	–	142
2025 Q4	$276K	Hold	931	–	–	0.09%	115
2025 Q3	$296K	Buy	+931	New	+$284K	0.1%	104

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Client 1st Advisory Group's ADSK Position: Q1 2026 in Review

Client 1st Advisory Group sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 931 shares — an estimated $276K sold.

Client 1st Advisory Group first reported a position in ADSK in Q3 2025 and held it in 2 quarters. The position peaked at $296K in Q3 2025. 1,318 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Client 1st Advisory Group reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
Client 1st Advisory Group sold 931 Autodesk shares in Q1 2026, an estimated $276K.
Client 1st Advisory Group first reported a position in Autodesk in Q3 2025 and held it in 2 quarters.
Client 1st Advisory Group's Autodesk position peaked at $296K in Q3 2025.
1,318 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Client 1st Advisory Group's 13F filing for Q1 2026, filed 15 Apr 2026.