KMWM
ADSK icon

Keudell/Morrison Wealth Management’s Autodesk ADSK Stock Holding History

Keudell/Morrison 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
-680
Closed -$201K – 246
2025
Q4 		$201K Buy
+680
New +$206K 0.04% 227
2025
Q2 		$204K Buy
+660
New +$187K 0.05% 216
2025
Q1 		– Sell
-688
Closed -$203K – 219
2024
Q4 		$203K Buy
+688
New +$203K 0.05% 210
2024
Q2 		– Sell
-1,478
Closed -$385K – 207
2024
Q1 		$385K Buy
1,478
+257
+21% +$65K 0.12% 135
2023
Q4 		$297K Sell
1,221
-309
-20% -$66.7K 0.1% 154
2023
Q3 		$317K Hold
1,530
– – 0.1% 138
2023
Q2 		$313K Sell
1,530
-78
-5% -$15.6K 0.09% 146
2023
Q1 		$335K Buy
1,608
+50
+3% +$10.3K 0.1% 133
2022
Q4 		$291K Sell
1,558
-24
-2% -$4.82K 0.09% 138
2022
Q3 		$296K Sell
1,582
-263
-14% -$53.1K 0.11% 139
2022
Q2 		$317K Sell
1,845
-86
-4% -$16.5K 0.12% 132
2022
Q1 		$414K Buy
1,931
+119
+7% +$27.4K 0.17% 112
2021
Q4 		$510K Sell
1,812
-141
-7% -$41.1K 0.2% 97
2021
Q3 		$557K Buy
1,953
+35
+2% +$10.7K 0.24% 93
2021
Q2 		$560K Sell
1,918
-146
-7% -$41.6K 0.31% 89
2021
Q1 		$572K Sell
2,064
-517
-20% -$149K 0.33% 86
2020
Q4 		$788K Sell
2,581
-19
-0.7% -$5.01K 0.5% 67
2020
Q3 		$601K Buy
2,600
+58
+2% +$13.8K 0.39% 71
2020
Q2 		$608K Buy
2,542
+553
+28% +$109K 0.5% 69
2020
Q1 		$310K Buy
1,989
+874
+78% +$160K 0.3% 100
2019
Q4 		$205K Buy
+1,115
New +$181K 0.14% 145

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Keudell/Morrison Wealth Management's ADSK Position: Q1 2026 in Review

Keudell/Morrison Wealth Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 680 shares — an estimated $201K sold.

Keudell/Morrison Wealth Management first reported a position in ADSK in Q4 2019 and held it in 21 quarters. The position peaked at $788K in Q4 2020. 1,318 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Keudell/Morrison Wealth Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 680 Autodesk shares in Q1 2026, an estimated $201K.
  • Keudell/Morrison Wealth Management first reported a position in Autodesk in Q4 2019 and held it in 21 quarters.
  • Keudell/Morrison Wealth Management's Autodesk position peaked at $788K in Q4 2020.
  • 1,318 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.