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Cypress Advisory Group’s Autodesk ADSK Stock Holding History

Cypress 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
-775
Closed -$229K – 78
2025
Q4 		$229K Hold
775
– – 0.17% 69
2025
Q3 		$246K Hold
775
– – 0.18% 67
2025
Q2 		$240K Hold
775
– – 0.19% 64
2025
Q1 		$203K Hold
775
– – 0.19% 61
2024
Q4 		$229K Buy
+775
New +$229K 0.21% 58

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

Cypress Advisory Group's ADSK Position: Q1 2026 in Review

Cypress Advisory Group sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 775 shares — an estimated $229K sold.

Cypress Advisory Group first reported a position in ADSK in Q4 2024 and held it in 5 quarters. The position peaked at $246K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Cypress Advisory Group reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Cypress Advisory Group sold 775 Autodesk shares in Q1 2026, an estimated $229K.
  • Cypress Advisory Group first reported a position in Autodesk in Q4 2024 and held it in 5 quarters.
  • Cypress Advisory Group's Autodesk position peaked at $246K in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Cypress Advisory Group's 13F filing for Q1 2026, filed 13 May 2026.