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Crestwood Advisors Group’s Autodesk ADSK Stock Holding History

Crestwood Advisors 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 		$824K Buy
3,444
+615
+22% +$155K 0.01% 324
2025
Q4 		$837K Buy
2,829
+1,128
+66% +$341K 0.01% 305
2025
Q3 		$540K Buy
1,701
+384
+29% +$117K 0.01% 353
2025
Q2 		$408K Buy
1,317
+402
+44% +$114K 0.01% 380
2025
Q1 		$240K Buy
+915
New +$260K ﹤0.01% 462

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

Crestwood Advisors Group's ADSK Position: Q1 2026 in Review

Crestwood Advisors Group increased its Autodesk (ADSK) stake by 22% in Q1 2026, buying an estimated $155K and bringing the position to 3,444 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #324.

Crestwood Advisors Group first reported a position in ADSK in Q1 2025 and has held it in 5 quarters since. The position peaked at $837K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Crestwood Advisors Group held 3,444 shares of Autodesk worth $824K as of Q1 2026.
  • Crestwood Advisors Group bought 615 Autodesk shares in Q1 2026, an estimated $155K.
  • Autodesk made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #324 holding.
  • Crestwood Advisors Group first reported a position in Autodesk in Q1 2025 and has held it in 5 quarters since.
  • Crestwood Advisors Group's Autodesk position peaked at $837K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.