Evermay Wealth Management’s Autodesk ADSK Stock Holding History

Evermay 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	$30.2K	Hold	126	–	–	﹤0.01%	353
2025 Q4	$37.3K	Hold	126	–	–	﹤0.01%	339
2025 Q3	$40K	Hold	126	–	–	﹤0.01%	339
2025 Q2	$39K	Hold	126	–	–	﹤0.01%	340
2025 Q1	$33K	Hold	126	–	–	﹤0.01%	354
2024 Q4	$37.2K	Sell	126 -3	-2%	-$886	0.01%	341
2024 Q3	$35.5K	Hold	129	–	–	0.01%	356
2024 Q2	$31.9K	Sell	129 -8	-6%	-$1.8K	0.01%	377
2024 Q1	$35.7K	Sell	137 -2	-1%	-$506	0.01%	376
2023 Q4	$33.8K	Sell	139 -4	-3%	-$864	0.01%	357
2023 Q3	$29.6K	Sell	143 -7	-5%	-$1.47K	0.01%	348
2023 Q2	$30.7K	Sell	150 -6	-4%	-$1.2K	0.01%	350
2023 Q1	$32.5K	Sell	156 -19	-11%	-$3.91K	0.01%	336
2022 Q4	$32.7K	Sell	175 -17	-9%	-$3.41K	0.01%	329
2022 Q3	$36K	Hold	192	–	–	0.01%	302
2022 Q2	$33K	Sell	192 -11	-5%	-$2.12K	0.01%	307
2022 Q1	$44K	Buy	203 +9	+5%	+$2.07K	0.01%	307
2021 Q4	$55K	Sell	194 -5	-3%	-$1.46K	0.01%	263
2021 Q3	$57K	Sell	199 -6	-3%	-$1.84K	0.01%	252
2021 Q2	$60K	Buy	+205	New	+$58.5K	0.01%	266

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

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

Evermay Wealth Management held its Autodesk (ADSK) position steady in Q1 2026 at 126 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Evermay Wealth Management first reported a position in ADSK in Q2 2021 and has held it in 20 quarters since. The position peaked at $60K in Q2 2021. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Evermay Wealth Management held 126 shares of Autodesk worth $30.2K as of Q1 2026.
Evermay Wealth Management left its Autodesk share count unchanged in Q1 2026.
Autodesk made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #353 holding.
Evermay Wealth Management first reported a position in Autodesk in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Autodesk position peaked at $60K in Q2 2021.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.