KRW
ADSK icon

Kaufman Rossin Wealth’s Autodesk ADSK Stock Holding History

Kaufman Rossin 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 		– Sell
-1,626
Closed -$481K – 102
2025
Q4 		$481K Buy
1,626
+98
+6% +$29.6K 0.25% 58
2025
Q3 		$485K Sell
1,528
-272
-15% -$82.9K 0.27% 50
2025
Q2 		$557K Buy
1,800
+998
+124% +$283K 0.35% 41
2025
Q1 		$210K Buy
+802
New +$228K 0.15% 134

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

Kaufman Rossin Wealth's ADSK Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 1,626 shares — an estimated $481K sold.

Kaufman Rossin Wealth first reported a position in ADSK in Q1 2025 and held it in 4 quarters. The position peaked at $557K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 1,626 Autodesk shares in Q1 2026, an estimated $481K.
  • Kaufman Rossin Wealth first reported a position in Autodesk in Q1 2025 and held it in 4 quarters.
  • Kaufman Rossin Wealth's Autodesk position peaked at $557K in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.