Evoke Wealth’s Autodesk ADSK Stock Holding History

Evoke Wealth’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	$346K	Sell	1,445 -470	-25%	-$118K	0.01%	504
2025 Q4	$567K	Buy	1,915 +176	+10%	+$53.3K	0.01%	363
2025 Q3	$552K	Buy	1,739 +295	+20%	+$89.9K	0.01%	336
2025 Q2	$447K	Buy	+1,444	New	+$410K	0.01%	369
2022 Q4	–	Sell	-161	Closed	-$30K	–	369
2022 Q3	$30K	Hold	161	–	–	﹤0.01%	585
2022 Q2	$28K	Buy	161 +38	+31%	+$7.31K	﹤0.01%	598
2022 Q1	$26K	Sell	123 -42	-25%	-$9.67K	﹤0.01%	609
2021 Q4	$46K	Hold	165	–	–	﹤0.01%	539
2021 Q3	$47K	Sell	165 -8	-5%	-$2.45K	﹤0.01%	510
2021 Q2	$50K	Sell	173 -19	-10%	-$5.42K	﹤0.01%	524
2021 Q1	$53K	Buy	192 +88	+85%	+$25.4K	﹤0.01%	447
2020 Q4	$32K	Hold	104	–	–	﹤0.01%	426
2020 Q3	$24K	Hold	104	–	–	﹤0.01%	449
2020 Q2	$25K	Sell	104 -5	-5%	-$983	﹤0.01%	435
2020 Q1	$17K	Sell	109 -396	-78%	-$72.7K	﹤0.01%	456
2019 Q4	$92.6K	Sell	505 -130	-20%	-$21.1K	0.01%	333
2019 Q3	$93.8K	Buy	+635	New	+$98.8K	0.01%	378

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

Evoke Wealth's ADSK Position: Q1 2026 in Review

Evoke Wealth reduced its Autodesk (ADSK) stake by 25% in Q1 2026, selling an estimated $118K and leaving 1,445 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #504.

Evoke Wealth first reported a position in ADSK in Q3 2019 and has held it in 17 quarters since. The position peaked at $567K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Evoke Wealth held 1,445 shares of Autodesk worth $346K as of Q1 2026.
Evoke Wealth sold 470 Autodesk shares in Q1 2026, an estimated $118K.
Autodesk made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #504 holding.
Evoke Wealth first reported a position in Autodesk in Q3 2019 and has held it in 17 quarters since.
Evoke Wealth's Autodesk position peaked at $567K in Q4 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.