Defined Wealth Management’s Autodesk ADSK Stock Holding History

Defined Wealth Management’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	$350K	Sell	1,460 -38	-3%	-$9.55K	0.2%	85
2025 Q4	$443K	Buy	1,498 +13	+0.9%	+$3.93K	0.26%	76
2025 Q3	$472K	Buy	1,485 +3	+0.2%	+$914	0.27%	76
2025 Q2	$459K	Buy	1,482 +8	+0.5%	+$2.27K	0.28%	80
2025 Q1	$386K	Sell	1,474 -65	-4%	-$18.5K	0.26%	85
2024 Q4	$455K	Buy	1,539 +4	+0.3%	+$1.18K	0.3%	72
2024 Q3	$423K	Buy	1,535 +14	+0.9%	+$3.52K	0.27%	80
2024 Q2	$376K	Hold	1,521	–	–	0.26%	83
2024 Q1	$396K	Buy	1,521 +2	+0.1%	+$506	0.28%	79
2023 Q4	$370K	Buy	1,519 +3	+0.2%	+$648	0.28%	82
2023 Q3	$314K	Buy	1,516 +6	+0.4%	+$1.26K	0.27%	84
2023 Q2	$309K	Buy	1,510 +1	+0.1%	+$200	0.26%	85
2023 Q1	$314K	Hold	1,509	–	–	0.29%	82
2022 Q4	$282K	Hold	1,509	–	–	0.26%	86
2022 Q3	$282K	Hold	1,509	–	–	0.31%	73
2022 Q2	$259K	Hold	1,509	–	–	0.27%	82
2022 Q1	$323K	Hold	1,509	–	–	0.28%	79
2021 Q4	$424K	Hold	1,509	–	–	0.35%	62
2021 Q3	$430K	Hold	1,509	–	–	0.38%	58
2021 Q2	$440K	Hold	1,509	–	–	0.39%	60
2021 Q1	$418K	Hold	1,509	–	–	0.4%	59
2020 Q4	$461K	Buy	+1,509	New	+$398K	0.45%	51

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

Defined Wealth Management's ADSK Position: Q1 2026 in Review

Defined Wealth Management reduced its Autodesk (ADSK) stake by 2.5% in Q1 2026, selling an estimated $9.55K and leaving 1,460 shares worth $350K. The position accounts for 0.2% of the portfolio, ranked #85.

Defined Wealth Management first reported a position in ADSK in Q4 2020 and has held it in 22 quarters since. The position peaked at $472K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Defined Wealth Management held 1,460 shares of Autodesk worth $350K as of Q1 2026.
Defined Wealth Management sold 38 Autodesk shares in Q1 2026, an estimated $9.55K.
Autodesk made up 0.2% of Defined Wealth Management's portfolio in Q1 2026, its #85 holding.
Defined Wealth Management first reported a position in Autodesk in Q4 2020 and has held it in 22 quarters since.
Defined Wealth Management's Autodesk position peaked at $472K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.