JTWM
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Jackson Thornton Wealth Management’s Autodesk ADSK Stock Holding History

Jackson Thornton 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
-827
Closed -$242K – 289
2025
Q4 		$242K Buy
+827
New +$250K 0.02% 256

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

Jackson Thornton Wealth Management's ADSK Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 827 shares — an estimated $242K sold.

Jackson Thornton Wealth Management first reported a position in ADSK in Q4 2025 and held it in 1 quarter. The position peaked at $242K in Q4 2025. 1,313 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 827 Autodesk shares in Q1 2026, an estimated $242K.
  • Jackson Thornton Wealth Management first reported a position in Autodesk in Q4 2025 and held it in 1 quarter.
  • Jackson Thornton Wealth Management's Autodesk position peaked at $242K in Q4 2025.
  • 1,313 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.