JSW
ADSK icon

Journey Strategic Wealth’s Autodesk ADSK Stock Holding History

Journey Strategic Wealth’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 		$773K Buy
3,228
+1,475
+84% +$371K 0.02% 239
2025
Q4 		$519K Buy
1,753
+440
+34% +$133K 0.01% 304
2025
Q3 		$417K Buy
1,313
+344
+36% +$105K 0.01% 350
2025
Q2 		$300K Buy
969
+103
+12% +$29.2K 0.01% 432
2025
Q1 		$227K Buy
866
+31
+4% +$8.82K 0.01% 431
2024
Q4 		$247K Buy
835
+37
+5% +$10.9K 0.01% 390
2024
Q3 		$220K Buy
+798
New +$201K 0.01% 443

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

Journey Strategic Wealth's ADSK Position: Q1 2026 in Review

Journey Strategic Wealth increased its Autodesk (ADSK) stake by 84% in Q1 2026, buying an estimated $371K and bringing the position to 3,228 shares worth $773K. The position accounts for 0.02% of the portfolio, ranked #239.

Journey Strategic Wealth first reported a position in ADSK in Q3 2024 and has held it in 7 quarters since. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Journey Strategic Wealth held 3,228 shares of Autodesk worth $773K as of Q1 2026.
  • Journey Strategic Wealth bought 1,475 Autodesk shares in Q1 2026, an estimated $371K.
  • Autodesk made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #239 holding.
  • Journey Strategic Wealth first reported a position in Autodesk in Q3 2024 and has held it in 7 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.