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Daymark Wealth Partners’s Autodesk ADSK Stock Holding History

Daymark Wealth Partners’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 		$216K Buy
901
+208
+30% +$52.3K 0.01% 694
2025
Q4 		$205K Buy
693
+19
+3% +$5.75K 0.01% 586
2025
Q3 		$214K Buy
+674
New +$205K 0.01% 579

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

Daymark Wealth Partners's ADSK Position: Q1 2026 in Review

Daymark Wealth Partners increased its Autodesk (ADSK) stake by 30% in Q1 2026, buying an estimated $52.3K and bringing the position to 901 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #694.

Daymark Wealth Partners first reported a position in ADSK in Q3 2025 and has held it in 3 quarters since. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Daymark Wealth Partners held 901 shares of Autodesk worth $216K as of Q1 2026.
  • Daymark Wealth Partners bought 208 Autodesk shares in Q1 2026, an estimated $52.3K.
  • Autodesk made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #694 holding.
  • Daymark Wealth Partners first reported a position in Autodesk in Q3 2025 and has held it in 3 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.