HSA
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HBK Sorce Advisory’s Autodesk ADSK Stock Holding History

HBK Sorce Advisory’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 		$620K Sell
2,537
-31
-1% -$7.79K 0.01% 335
2025
Q4 		$617K Sell
2,568
-34
-1% -$10.3K 0.01% 332
2025
Q3 		$794K Sell
2,602
-89
-3% -$27.1K 0.02% 268
2025
Q2 		$833K Buy
2,691
+50
+2% +$14.2K 0.02% 252
2025
Q1 		$691K Sell
2,641
-74
-3% -$21K 0.02% 278
2024
Q4 		$802K Buy
2,715
+60
+2% +$17.7K 0.02% 253
2024
Q3 		$731K Sell
2,655
-280
-10% -$70.5K 0.02% 266
2024
Q2 		$726K Buy
2,935
+202
+7% +$45.4K 0.03% 257
2024
Q1 		$712K Sell
2,733
-11
-0.4% -$2.78K 0.03% 267
2023
Q4 		$668K Sell
2,744
-67
-2% -$14.5K 0.03% 265
2023
Q3 		$582K Sell
2,811
-78
-3% -$16.4K 0.03% 284
2023
Q2 		$591K Sell
2,889
-31
-1% -$6.2K 0.03% 292
2023
Q1 		$608K Sell
2,920
-1,342
-31% -$276K 0.03% 290
2022
Q4 		$796K Buy
4,262
+1,645
+63% +$330K 0.02% 332
2022
Q3 		$489K Buy
2,617
+793
+43% +$160K 0.03% 269
2022
Q2 		$314K Sell
1,824
-328
-15% -$63.1K 0.02% 322
2022
Q1 		$461K Sell
2,152
-78
-3% -$18K 0.03% 316
2021
Q4 		$627K Sell
2,230
-13
-0.6% -$3.79K 0.03% 290
2021
Q3 		$640K Buy
2,243
+146
+7% +$44.7K 0.04% 275
2021
Q2 		$612K Sell
2,097
-53
-2% -$15.1K 0.03% 290
2021
Q1 		$596K Buy
2,150
+253
+13% +$73K 0.04% 266
2020
Q4 		$579K Buy
1,897
+455
+32% +$120K 0.04% 254
2020
Q3 		$333K Buy
1,442
+144
+11% +$34.2K 0.02% 334
2020
Q2 		$310K Buy
+1,298
New +$255K 0.02% 319
2019
Q2 		– Sell
-1,333
Closed -$208K – 413
2019
Q1 		$208K Buy
+1,333
New +$199K 0.02% 404

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

HBK Sorce Advisory's ADSK Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Autodesk (ADSK) stake by 1.2% in Q1 2026, selling an estimated $7.79K and leaving 2,537 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #335.

HBK Sorce Advisory first reported a position in ADSK in Q1 2019 and has held it in 25 quarters since. The position peaked at $833K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • HBK Sorce Advisory held 2,537 shares of Autodesk worth $620K as of Q1 2026.
  • HBK Sorce Advisory sold 31 Autodesk shares in Q1 2026, an estimated $7.79K.
  • Autodesk made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #335 holding.
  • HBK Sorce Advisory first reported a position in Autodesk in Q1 2019 and has held it in 25 quarters since.
  • HBK Sorce Advisory's Autodesk position peaked at $833K in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.