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Grant Private Wealth Management’s Autodesk ADSK Stock Holding History

Grant Private 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 		– Sell
-726
Closed -$215K – 156
2025
Q4 		$215K Hold
726
– – 0.13% 126
2025
Q3 		$231K Buy
+726
New +$221K 0.14% 124
2025
Q2 		– Sell
-846
Closed -$221K – 73
2025
Q1 		$221K Sell
846
-40
-5% -$11.4K 0.24% 111
2024
Q4 		$262K Buy
+886
New +$262K 0.28% 95

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

Grant Private Wealth Management's ADSK Position: Q1 2026 in Review

Grant Private Wealth Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 726 shares — an estimated $215K sold.

Grant Private Wealth Management first reported a position in ADSK in Q4 2024 and held it in 4 quarters. The position peaked at $262K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Grant Private Wealth Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 726 Autodesk shares in Q1 2026, an estimated $215K.
  • Grant Private Wealth Management first reported a position in Autodesk in Q4 2024 and held it in 4 quarters.
  • Grant Private Wealth Management's Autodesk position peaked at $262K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Grant Private Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.