EHWM
ADSK icon

Eads & Heald Wealth Management’s Autodesk ADSK Stock Holding History

Eads & Heald 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 		$804K Sell
3,358
-189
-5% -$47.5K 0.4% 89
2025
Q4 		$1.05M Sell
3,547
-67
-2% -$20.3K 0.51% 79
2025
Q3 		$1.15M Buy
3,614
+18
+0.5% +$5.49K 0.55% 78
2025
Q2 		$1.11M Sell
3,596
-440
-11% -$125K 0.55% 79
2025
Q1 		$1.06M Sell
4,036
-234
-5% -$66.6K 0.54% 79
2024
Q4 		$1.26M Buy
4,270
+929
+28% +$274K 0.62% 72
2024
Q3 		$920K Sell
3,341
-57
-2% -$14.3K 0.44% 89
2024
Q2 		$841K Sell
3,398
-45
-1% -$10.1K 0.41% 94
2024
Q1 		$897K Sell
3,443
-41
-1% -$10.4K 0.42% 93
2023
Q4 		$848K Buy
3,484
+666
+24% +$144K 0.41% 93
2023
Q3 		$583K Buy
2,818
+77
+3% +$16.2K 0.31% 104
2023
Q2 		$561K Sell
2,741
-252
-8% -$50.4K 0.28% 107
2023
Q1 		$623K Buy
2,993
+145
+5% +$29.9K 0.31% 103
2022
Q4 		$532K Sell
2,848
-263
-8% -$52.8K 0.27% 109
2022
Q3 		$581K Buy
3,111
+935
+43% +$189K 0.33% 104
2022
Q2 		$374K Buy
+2,176
New +$418K 0.2% 117

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

Eads & Heald Wealth Management's ADSK Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Autodesk (ADSK) stake by 5.3% in Q1 2026, selling an estimated $47.5K and leaving 3,358 shares worth $804K. The position accounts for 0.4% of the portfolio, ranked #89.

Eads & Heald Wealth Management first reported a position in ADSK in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.26M in Q4 2024. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Eads & Heald Wealth Management held 3,358 shares of Autodesk worth $804K as of Q1 2026.
  • Eads & Heald Wealth Management sold 189 Autodesk shares in Q1 2026, an estimated $47.5K.
  • Autodesk made up 0.4% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Eads & Heald Wealth Management first reported a position in Autodesk in Q2 2022 and has held it in 16 quarters since.
  • Eads & Heald Wealth Management's Autodesk position peaked at $1.26M in Q4 2024.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.