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JPL Wealth Management’s Autodesk ADSK Stock Holding History

JPL 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 		$17K Buy
+71
New +$17.8K ﹤0.01% 426
2025
Q4 		– Sell
-69
Closed -$21.9K – 133
2025
Q3 		$21.9K Buy
+69
New +$21K 0.01% 385

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

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

JPL Wealth Management opened a new position in Autodesk (ADSK) in Q1 2026: 71 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ADSK as recently as Q3 2025.

JPL Wealth Management first reported a position in ADSK in Q3 2025 and has held it in 2 quarters since. The position peaked at $21.9K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • JPL Wealth Management held 71 shares of Autodesk worth $17K as of Q1 2026.
  • Autodesk was a new JPL Wealth Management position in Q1 2026.
  • Autodesk made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #426 holding.
  • JPL Wealth Management first reported a position in Autodesk in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Autodesk position peaked at $21.9K in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

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