Focus Partners Wealth
ADSK icon

Focus Partners Wealth’s Autodesk ADSK Stock Holding History

Focus Partners 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 		$12.5M Buy
52,174
+2,345
+5% +$589K 0.01% 644
2025
Q4 		$14.7M Buy
49,829
+36,530
+275% +$11.1M 0.02% 571
2025
Q3 		$4.22M Sell
13,299
-13,188
-50% -$4.02M 0.01% 802
2025
Q2 		$8.2M Buy
26,487
+2,279
+9% +$647K 0.02% 542
2025
Q1 		$6.31M Sell
24,208
-65,463
-73% -$18.6M 0.02% 568
2024
Q4 		$26.5M Buy
89,671
+6,362
+8% +$1.88M 0.07% 261
2024
Q3 		$18.1M Sell
83,309
-45,241
-35% -$11.4M 0.06% 298
2024
Q2 		$31.8M Buy
128,550
+127,497
+12,108% +$28.6M 0.11% 185
2024
Q1 		$274K Buy
1,053
+151
+17% +$38.2K ﹤0.01% 861
2023
Q4 		$220K Buy
+902
New +$195K ﹤0.01% 737

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

Focus Partners Wealth's ADSK Position: Q1 2026 in Review

Focus Partners Wealth increased its Autodesk (ADSK) stake by 4.7% in Q1 2026, buying an estimated $589K and bringing the position to 52,174 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #644.

Focus Partners Wealth first reported a position in ADSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.8M in Q2 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Focus Partners Wealth held 52,174 shares of Autodesk worth $12.5M as of Q1 2026.
  • Focus Partners Wealth bought 2,345 Autodesk shares in Q1 2026, an estimated $589K.
  • Autodesk made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #644 holding.
  • Focus Partners Wealth first reported a position in Autodesk in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Autodesk position peaked at $31.8M in Q2 2024.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

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