JWM
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JGP Wealth Management’s Autodesk ADSK Stock Holding History

JGP 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
-953
Closed -$282K – 224
2025
Q4 		$282K Sell
953
-759
-44% -$230K 0.03% 194
2025
Q3 		$549K Sell
1,712
-6
-0.3% -$1.83K 0.06% 133
2025
Q2 		$532K Sell
1,718
-1
-0.1% -$284 0.06% 127
2025
Q1 		$450K Sell
1,719
-32
-2% -$9.1K 0.06% 132
2024
Q4 		$518K Sell
1,751
-1,514
-46% -$447K 0.07% 125
2024
Q3 		$899K Buy
+3,265
New +$822K 0.12% 99

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

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

JGP Wealth Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 953 shares — an estimated $282K sold.

JGP Wealth Management first reported a position in ADSK in Q3 2024 and held it in 6 quarters. The position peaked at $899K in Q3 2024. 1,312 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • JGP Wealth Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • JGP Wealth Management sold 953 Autodesk shares in Q1 2026, an estimated $282K.
  • JGP Wealth Management first reported a position in Autodesk in Q3 2024 and held it in 6 quarters.
  • JGP Wealth Management's Autodesk position peaked at $899K in Q3 2024.
  • 1,312 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on JGP Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.