H&H Retirement Design & Management’s Autodesk ADSK Stock Holding History

H&H Retirement Design & 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	$389K	Sell	1,594 -66	-4%	-$16.6K	0.18%	70
2025 Q4	$424K	Buy	1,660 +2	+0.1%	+$605	0.22%	58
2025 Q3	$495K	Buy	1,658 +58	+4%	+$17.7K	0.26%	55
2025 Q2	$472K	Sell	1,600 -2	-0.1%	-$567	0.26%	56
2025 Q1	$407K	Hold	1,602	–	–	0.27%	56
2024 Q4	$457K	Sell	1,602 -26	-2%	-$7.68K	0.28%	56
2024 Q3	$466K	Buy	1,628 +35	+2%	+$8.81K	0.27%	59
2024 Q2	$391K	Sell	1,593 -270	-14%	-$60.7K	0.24%	63
2024 Q1	$405K	Buy	+1,863	New	+$471K	0.27%	58

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

H&H Retirement Design & Management's ADSK Position: Q1 2026 in Review

H&H Retirement Design & Management reduced its Autodesk (ADSK) stake by 4% in Q1 2026, selling an estimated $16.6K and leaving 1,594 shares worth $389K. The position accounts for 0.18% of the portfolio, ranked #70.

H&H Retirement Design & Management first reported a position in ADSK in Q1 2024 and has held it in 9 quarters since. The position peaked at $495K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

H&H Retirement Design & Management held 1,594 shares of Autodesk worth $389K as of Q1 2026.
H&H Retirement Design & Management sold 66 Autodesk shares in Q1 2026, an estimated $16.6K.
Autodesk made up 0.18% of H&H Retirement Design & Management's portfolio in Q1 2026, its #70 holding.
H&H Retirement Design & Management first reported a position in Autodesk in Q1 2024 and has held it in 9 quarters since.
H&H Retirement Design & Management's Autodesk position peaked at $495K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.