JNBA Financial Advisors’s Autodesk ADSK Stock Holding History

JNBA Financial Advisors’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	-22	Closed	-$6.51K	–	820
2025 Q4	$6.51K	Buy	+22	New	+$6.66K	﹤0.01%	544
2025 Q3	–	Sell	-7	Closed	-$2.17K	–	652
2025 Q2	$2.17K	Hold	7	–	–	﹤0.01%	588
2025 Q1	$1.83K	Hold	7	–	–	﹤0.01%	600
2024 Q4	$2.07K	Buy	+7	New	+$2.07K	﹤0.01%	588
2022 Q1	–	Sell	-10	Closed	-$3K	–	703
2021 Q4	$3K	Sell	10 -35	-78%	-$10.2K	﹤0.01%	664
2021 Q3	$13K	Buy	+45	New	+$13.8K	﹤0.01%	476
2019 Q3	–	Sell	-18	Closed	-$3K	–	581
2019 Q2	$3K	Hold	18	–	–	﹤0.01%	547
2019 Q1	$3K	Hold	18	–	–	﹤0.01%	479
2018 Q4	$2K	Buy	+18	New	+$2.43K	﹤0.01%	470
2018 Q3	–	Sell	-18	Closed	-$2K	–	480
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	485
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	454
2017 Q4	$2K	Hold	18	–	–	﹤0.01%	441
2017 Q3	$2K	Hold	18	–	–	﹤0.01%	436
2017 Q2	$2K	Hold	18	–	–	﹤0.01%	419
2017 Q1	$2K	Buy	+18	New	+$1.51K	﹤0.01%	427
2016 Q4	–	Sell	-898	Closed	-$65K	–	488
2016 Q3	$65K	Buy	+898	New	+$56.6K	0.01%	470
2014 Q4	–	Sell	-98	Closed	-$5K	–	545
2014 Q3	$5K	Buy	+98	New	+$5.37K	﹤0.01%	431

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

JNBA Financial Advisors's ADSK Position: Q1 2026 in Review

JNBA Financial Advisors sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 22 shares — an estimated $6.51K sold.

JNBA Financial Advisors first reported a position in ADSK in Q3 2014 and held it in 17 quarters. The position peaked at $65K in Q3 2016. 1,323 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

JNBA Financial Advisors reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
JNBA Financial Advisors sold 22 Autodesk shares in Q1 2026, an estimated $6.51K.
JNBA Financial Advisors first reported a position in Autodesk in Q3 2014 and held it in 17 quarters.
JNBA Financial Advisors's Autodesk position peaked at $65K in Q3 2016.
1,323 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.