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Crestmont Private Wealth’s Autodesk ADSK Stock Holding History

Crestmont Private Wealth’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 		$587K Buy
2,453
+270
+12% +$67.9K 0.19% 49
2025
Q4 		$646K Buy
2,183
+13
+0.6% +$3.93K 0.21% 40
2025
Q3 		$689K Buy
2,170
+288
+15% +$87.8K 0.23% 38
2025
Q2 		$583K Buy
1,882
+43
+2% +$12.2K 0.21% 40
2025
Q1 		$481K Buy
1,839
+327
+22% +$93K 0.21% 38
2024
Q4 		$447K Buy
1,512
+35
+2% +$10.3K 0.2% 37
2024
Q3 		$407K Buy
1,477
+98
+7% +$24.7K 0.18% 42
2024
Q2 		$341K Buy
1,379
+90
+7% +$20.2K 0.16% 47
2024
Q1 		$336K Buy
1,289
+124
+11% +$31.4K 0.17% 44
2023
Q4 		$284K Buy
1,165
+68
+6% +$14.7K 0.14% 42
2023
Q3 		$227K Sell
1,097
-233
-18% -$49K 0.14% 45
2023
Q2 		$272K Buy
+1,330
New +$266K 0.16% 41

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

Crestmont Private Wealth's ADSK Position: Q1 2026 in Review

Crestmont Private Wealth increased its Autodesk (ADSK) stake by 12% in Q1 2026, buying an estimated $67.9K and bringing the position to 2,453 shares worth $587K. The position accounts for 0.19% of the portfolio, ranked #49.

Crestmont Private Wealth first reported a position in ADSK in Q2 2023 and has held it in 12 quarters since. The position peaked at $689K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Crestmont Private Wealth held 2,453 shares of Autodesk worth $587K as of Q1 2026.
  • Crestmont Private Wealth bought 270 Autodesk shares in Q1 2026, an estimated $67.9K.
  • Autodesk made up 0.19% of Crestmont Private Wealth's portfolio in Q1 2026, its #49 holding.
  • Crestmont Private Wealth first reported a position in Autodesk in Q2 2023 and has held it in 12 quarters since.
  • Crestmont Private Wealth's Autodesk position peaked at $689K in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.