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Fi3 Financial Advisors’s Autodesk ADSK Stock Holding History

Fi3 Financial 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
-677
Closed -$200K – 219
2025
Q4 		$200K Buy
+677
New +$205K 0.06% 189
2025
Q3 		– Sell
-718
Closed -$222K – 161
2025
Q2 		$222K Buy
+718
New +$204K 0.08% 149

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fi3 Financial Advisors's ADSK Position: Q1 2026 in Review

Fi3 Financial Advisors sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 677 shares — an estimated $200K sold.

Fi3 Financial Advisors first reported a position in ADSK in Q2 2025 and held it in 2 quarters. The position peaked at $222K in Q2 2025. 1,323 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Fi3 Financial Advisors reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 677 Autodesk shares in Q1 2026, an estimated $200K.
  • Fi3 Financial Advisors first reported a position in Autodesk in Q2 2025 and held it in 2 quarters.
  • Fi3 Financial Advisors's Autodesk position peaked at $222K in Q2 2025.
  • 1,323 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.