Exencial Wealth Advisors’s Autodesk ADSK Stock Holding History

Exencial Wealth Advisors’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	–	Sell	-775	Closed	-$229K	–	564
2025 Q4	$229K	Buy	775 +86	+12%	+$26K	0.01%	519
2025 Q3	$219K	Buy	+689	New	+$210K	0.01%	499

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

Exencial Wealth Advisors's ADSK Position: Q1 2026 in Review

Exencial Wealth Advisors sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 775 shares — an estimated $229K sold.

Exencial Wealth Advisors first reported a position in ADSK in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Exencial Wealth Advisors reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
Exencial Wealth Advisors sold 775 Autodesk shares in Q1 2026, an estimated $229K.
Exencial Wealth Advisors first reported a position in Autodesk in Q3 2025 and held it in 2 quarters.
Exencial Wealth Advisors's Autodesk position peaked at $229K in Q4 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.