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Evelyn Partners Investment Management Services’s Autodesk ADSK Stock Holding History

Evelyn Partners Investment Management 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 		$169K Buy
708
+331
+88% +$83.2K 0.02% 135
2025
Q4 		$112K Sell
377
-65
-15% -$19.7K 0.01% 144
2025
Q3 		$140K Sell
442
-197
-31% -$60K 0.02% 138
2025
Q2 		$198K Sell
639
-186
-23% -$52.8K 0.03% 124
2025
Q1 		$244K Sell
825
-1,127
-58% -$321K 0.04% 114
2024
Q4 		$577K Buy
+1,952
New +$577K 0.1% 86

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

Evelyn Partners Investment Management Services's ADSK Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Autodesk (ADSK) stake by 88% in Q1 2026, buying an estimated $83.2K and bringing the position to 708 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #135.

Evelyn Partners Investment Management Services first reported a position in ADSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $577K in Q4 2024. 1,313 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Evelyn Partners Investment Management Services held 708 shares of Autodesk worth $169K as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 331 Autodesk shares in Q1 2026, an estimated $83.2K.
  • Autodesk made up 0.02% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #135 holding.
  • Evelyn Partners Investment Management Services first reported a position in Autodesk in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Autodesk position peaked at $577K in Q4 2024.
  • 1,313 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.