KW Wealth Management’s Autodesk ADSK Stock Holding History

KW 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	-787	Closed	-$233K	–	5
2025 Q4	$233K	Buy	787 +33	+4%	+$9.98K	0.35%	71
2025 Q3	$240K	Buy	+754	New	+$230K	0.41%	65

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 $3.37T AUM 44.26% 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

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

KW Wealth Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 787 shares — an estimated $233K sold.

KW Wealth Management first reported a position in ADSK in Q3 2025 and held it in 2 quarters. The position peaked at $240K in Q3 2025. 1,318 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

KW Wealth Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 787 Autodesk shares in Q1 2026, an estimated $233K.
KW Wealth Management first reported a position in Autodesk in Q3 2025 and held it in 2 quarters.
KW Wealth Management's Autodesk position peaked at $240K in Q3 2025.
1,318 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.