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Fortis Capital Advisors’s Autodesk ADSK Stock Holding History

Fortis Capital 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 		$469K Buy
+1,961
New +$493K 0.06% 238
2025
Q4 		– Sell
-2,245
Closed -$713K – 312
2025
Q3 		$713K Sell
2,245
-758
-25% -$231K 0.11% 151
2025
Q2 		$930K Buy
3,003
+626
+26% +$178K 0.17% 99
2025
Q1 		$622K Buy
+2,377
New +$676K 0.13% 138

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

Fortis Capital Advisors's ADSK Position: Q1 2026 in Review

Fortis Capital Advisors opened a new position in Autodesk (ADSK) in Q1 2026: 1,961 shares worth $469K. The stake represents 0.06% of the portfolio and ranks #238 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in ADSK as recently as Q3 2025.

Fortis Capital Advisors first reported a position in ADSK in Q1 2025 and has held it in 4 quarters since. The position peaked at $930K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Fortis Capital Advisors held 1,961 shares of Autodesk worth $469K as of Q1 2026.
  • Autodesk was a new Fortis Capital Advisors position in Q1 2026.
  • Autodesk made up 0.06% of Fortis Capital Advisors's portfolio in Q1 2026, its #238 holding.
  • Fortis Capital Advisors first reported a position in Autodesk in Q1 2025 and has held it in 4 quarters since.
  • Fortis Capital Advisors's Autodesk position peaked at $930K in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

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