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Lifeworks Advisors’s Autodesk ADSK Stock Holding History

Lifeworks Advisors’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 		$603K Buy
2,519
+573
+29% +$144K 0.08% 174
2025
Q4 		$576K Buy
1,946
+357
+22% +$108K 0.07% 198
2025
Q3 		$505K Buy
+1,589
New +$484K 0.07% 206

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

Lifeworks Advisors's ADSK Position: Q1 2026 in Review

Lifeworks Advisors increased its Autodesk (ADSK) stake by 29% in Q1 2026, buying an estimated $144K and bringing the position to 2,519 shares worth $603K. The position accounts for 0.08% of the portfolio, ranked #174.

Lifeworks Advisors first reported a position in ADSK in Q3 2025 and has held it in 3 quarters since. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Lifeworks Advisors held 2,519 shares of Autodesk worth $603K as of Q1 2026.
  • Lifeworks Advisors bought 573 Autodesk shares in Q1 2026, an estimated $144K.
  • Autodesk made up 0.08% of Lifeworks Advisors's portfolio in Q1 2026, its #174 holding.
  • Lifeworks Advisors first reported a position in Autodesk in Q3 2025 and has held it in 3 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.