Colonial Trust Advisors’s Autodesk ADSK Stock Holding History

Colonial Trust Advisors’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	$11K	Buy	+46	New	+$11.6K	﹤0.01%	518
2024 Q2	–	Sell	-4	Closed	-$1.04K	–	758
2024 Q1	$1.04K	Hold	4	–	–	﹤0.01%	854
2023 Q4	$974	Hold	4	–	–	﹤0.01%	775
2023 Q3	$828	Hold	4	–	–	﹤0.01%	787
2023 Q2	$818	Sell	4 -4	-50%	-$800	﹤0.01%	809
2023 Q1	$1.67K	Sell	8 -2	-20%	-$412	﹤0.01%	741
2022 Q4	$1.87K	Buy	+10	New	+$2.01K	﹤0.01%	732

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Colonial Trust Advisors's ADSK Position: Q1 2026 in Review

Colonial Trust Advisors opened a new position in Autodesk (ADSK) in Q1 2026: 46 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Colonial Trust Advisors previously reported a position in ADSK as recently as Q1 2024.

Colonial Trust Advisors first reported a position in ADSK in Q4 2022 and has held it in 7 quarters since. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Colonial Trust Advisors held 46 shares of Autodesk worth $11K as of Q1 2026.
Autodesk was a new Colonial Trust Advisors position in Q1 2026.
Autodesk made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #518 holding.
Colonial Trust Advisors first reported a position in Autodesk in Q4 2022 and has held it in 7 quarters since.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.