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LVW Advisors’s Autodesk ADSK Stock Holding History

LVW 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 		– Sell
-1,185
Closed -$351K – 438
2025
Q4 		$351K Buy
1,185
+130
+12% +$39.3K 0.04% 250
2025
Q3 		$335K Buy
1,055
+106
+11% +$32.3K 0.03% 260
2025
Q2 		$294K Buy
+949
New +$269K 0.03% 267
2020
Q3 		– Sell
-868
Closed -$208K – 201
2020
Q2 		$208K Buy
+868
New +$171K 0.05% 187

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

LVW Advisors's ADSK Position: Q1 2026 in Review

LVW Advisors sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 1,185 shares — an estimated $351K sold.

LVW Advisors first reported a position in ADSK in Q2 2020 and held it in 4 quarters. The position peaked at $351K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • LVW Advisors reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • LVW Advisors sold 1,185 Autodesk shares in Q1 2026, an estimated $351K.
  • LVW Advisors first reported a position in Autodesk in Q2 2020 and held it in 4 quarters.
  • LVW Advisors's Autodesk position peaked at $351K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on LVW Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.