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Evelyn Partners Investment Management’s Autodesk ADSK Stock Holding History

Evelyn Partners Investment 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 		$119K Sell
498
-380
-43% -$95.5K ﹤0.01% 233
2025
Q4 		$260K Hold
878
– – 0.01% 193
2025
Q3 		$279K Hold
878
– – 0.01% 184
2025
Q2 		$272K Hold
878
– – 0.01% 179
2025
Q1 		$260K Sell
878
-142
-14% -$40.4K 0.01% 179
2024
Q4 		$301K Buy
+1,020
New +$301K 0.01% 175

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's ADSK Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Autodesk (ADSK) stake by 43% in Q1 2026, selling an estimated $95.5K and leaving 498 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Evelyn Partners Investment Management first reported a position in ADSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $301K in Q4 2024. 1,313 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Evelyn Partners Investment Management held 498 shares of Autodesk worth $119K as of Q1 2026.
  • Evelyn Partners Investment Management sold 380 Autodesk shares in Q1 2026, an estimated $95.5K.
  • Autodesk made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #233 holding.
  • Evelyn Partners Investment Management first reported a position in Autodesk in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Autodesk position peaked at $301K in Q4 2024.
  • 1,313 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

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