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Evolve Private Wealth’s Autodesk ADSK Stock Holding History

Evolve Private 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 		$577K Sell
2,412
-1,056
-30% -$265K 0.03% 519
2025
Q4 		$1.03M Buy
+3,468
New +$1.05M 0.06% 290

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

Evolve Private Wealth's ADSK Position: Q1 2026 in Review

Evolve Private Wealth reduced its Autodesk (ADSK) stake by 30% in Q1 2026, selling an estimated $265K and leaving 2,412 shares worth $577K. The position accounts for 0.03% of the portfolio, ranked #519.

Evolve Private Wealth first reported a position in ADSK in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.03M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Evolve Private Wealth held 2,412 shares of Autodesk worth $577K as of Q1 2026.
  • Evolve Private Wealth sold 1,056 Autodesk shares in Q1 2026, an estimated $265K.
  • Autodesk made up 0.03% of Evolve Private Wealth's portfolio in Q1 2026, its #519 holding.
  • Evolve Private Wealth first reported a position in Autodesk in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Autodesk position peaked at $1.03M in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.