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Gibbs Wealth Management’s Autodesk ADSK Stock Holding History

Gibbs Wealth 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 		$1.74M Buy
7,276
+5,319
+272% +$1.34M 0.23% 84
2025
Q4 		$540K Sell
1,957
-39
-2% -$11.8K 0.13% 189
2025
Q3 		$634K Sell
1,996
-356
-15% -$108K 0.14% 170
2025
Q2 		$728K Buy
2,352
+564
+32% +$160K 0.14% 173
2025
Q1 		$468K Buy
1,788
+457
+34% +$130K 0.11% 197
2024
Q4 		$393K Buy
1,331
+428
+47% +$126K 0.11% 200
2024
Q3 		$249K Buy
+903
New +$227K 0.08% 233
2024
Q2 		– Sell
-2,941
Closed -$766K – 233
2024
Q1 		$766K Buy
+2,941
New +$744K 0.44% 56

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

Gibbs Wealth Management's ADSK Position: Q1 2026 in Review

Gibbs Wealth Management increased its Autodesk (ADSK) stake by 272% in Q1 2026, buying an estimated $1.34M and bringing the position to 7,276 shares worth $1.74M. The position accounts for 0.23% of the portfolio, ranked #84.

Gibbs Wealth Management first reported a position in ADSK in Q1 2024 and has held it in 8 quarters since. 1,323 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Gibbs Wealth Management held 7,276 shares of Autodesk worth $1.74M as of Q1 2026.
  • Gibbs Wealth Management bought 5,319 Autodesk shares in Q1 2026, an estimated $1.34M.
  • Autodesk made up 0.23% of Gibbs Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Gibbs Wealth Management first reported a position in Autodesk in Q1 2024 and has held it in 8 quarters since.
  • 1,323 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.