Fulcrum Asset Management’s Autodesk ADSK Stock Holding History

Fulcrum Asset Management’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	$2.77M	Buy	11,754 +1,097	+10%	+$276K	0.42%	64
2025 Q4	$3.19M	Sell	10,657 -316	-3%	-$95.6K	0.89%	29
2025 Q3	$3.49M	Sell	10,973 -305	-3%	-$92.9K	0.97%	28
2025 Q2	$3.49M	Buy	+11,278	New	+$3.2M	1%	29
2020 Q4	–	Hold	0	–	–	–	87
2020 Q3	–	Sell	-5,025	Closed	-$1.25M	–	125
2020 Q2	$1.25M	Buy	+5,025	New	+$988K	0.42%	88

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

Fulcrum Asset Management's ADSK Position: Q1 2026 in Review

Fulcrum Asset Management increased its Autodesk (ADSK) stake by 10% in Q1 2026, buying an estimated $276K and bringing the position to 11,754 shares worth $2.77M. The position accounts for 0.42% of the portfolio, ranked #64.

Fulcrum Asset Management first reported a position in ADSK in Q2 2020 and has held it in 5 quarters since. The position peaked at $3.49M in Q2 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Fulcrum Asset Management held 11,754 shares of Autodesk worth $2.77M as of Q1 2026.
Fulcrum Asset Management bought 1,097 Autodesk shares in Q1 2026, an estimated $276K.
Autodesk made up 0.42% of Fulcrum Asset Management's portfolio in Q1 2026, its #64 holding.
Fulcrum Asset Management first reported a position in Autodesk in Q2 2020 and has held it in 5 quarters since.
Fulcrum Asset Management's Autodesk position peaked at $3.49M in Q2 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.