EFS
ADSK icon

Essex Financial Services’s Autodesk ADSK Stock Holding History

Essex Financial Services’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 		$302K Buy
1,261
+160
+15% +$40.2K 0.02% 613
2025
Q4 		$326K Buy
1,101
+163
+17% +$49.3K 0.02% 572
2025
Q3 		$298K Sell
938
-289
-24% -$88.1K 0.02% 580
2025
Q2 		$380K Buy
1,227
+271
+28% +$76.9K 0.02% 480
2025
Q1 		$250K Buy
956
+73
+8% +$20.8K 0.02% 543
2024
Q4 		$261K Sell
883
-74
-8% -$21.9K 0.02% 522
2024
Q3 		$276K Sell
957
-135
-12% -$34K 0.02% 514
2024
Q2 		$261K Buy
1,092
+150
+16% +$33.7K 0.02% 520
2024
Q1 		$245K Buy
942
+40
+4% +$10.1K 0.02% 462
2023
Q4 		$220K Buy
+902
New +$195K 0.02% 464
2022
Q2 		– Sell
-1,413
Closed -$303K – 479
2022
Q1 		$303K Buy
1,413
+82
+6% +$18.9K 0.03% 370
2021
Q4 		$374K Buy
1,331
+62
+5% +$18.1K 0.04% 330
2021
Q3 		$362K Buy
1,269
+36
+3% +$11K 0.04% 314
2021
Q2 		$342K Hold
1,233
– – 0.05% 296
2021
Q1 		$342K Buy
1,233
+517
+72% +$149K 0.06% 241
2020
Q4 		$219K Buy
+716
New +$189K 0.04% 296

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

Essex Financial Services's ADSK Position: Q1 2026 in Review

Essex Financial Services increased its Autodesk (ADSK) stake by 15% in Q1 2026, buying an estimated $40.2K and bringing the position to 1,261 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #613.

Essex Financial Services first reported a position in ADSK in Q4 2020 and has held it in 16 quarters since. The position peaked at $380K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Essex Financial Services held 1,261 shares of Autodesk worth $302K as of Q1 2026.
  • Essex Financial Services bought 160 Autodesk shares in Q1 2026, an estimated $40.2K.
  • Autodesk made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #613 holding.
  • Essex Financial Services first reported a position in Autodesk in Q4 2020 and has held it in 16 quarters since.
  • Essex Financial Services's Autodesk position peaked at $380K in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.