Maia Wealth’s Autodesk ADSK Stock Holding History

Maia 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 Q3	$250K	Sell	1,195 -869	-42%	-$198K	0.03%	309
2026 Q2	$401K	Sell	2,064 -916	-31%	-$209K	0.06%	251
2026 Q1	$714K	Sell	2,980 -995	-25%	-$250K	0.12%	178
2025 Q4	$888K	Sell	3,975 -90	-2%	-$27.2K	0.15%	152
2025 Q3	$1.21M	Sell	4,065 -1,096	-21%	-$334K	0.2%	123
2025 Q2	$1.6M	Sell	5,161 -687	-12%	-$195K	0.3%	89
2025 Q1	$1.52M	Buy	5,848 +244	+4%	+$69.4K	0.35%	77
2024 Q4	$1.68M	Buy	5,604 +734	+15%	+$217K	0.36%	66
2024 Q3	$1.39M	Buy	4,870 +593	+14%	+$149K	0.34%	73
2024 Q2	$1.08M	Buy	+4,277	New	+$961K	0.33%	70
2023 Q4	$423K	Buy	+1,737	New	+$375K	0.17%	120

Other funds holding ADSK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Maia Wealth's ADSK Position: Q3 2026 in Review

Maia Wealth reduced its Autodesk (ADSK) stake by 42% in Q3 2026, selling an estimated $198K and leaving 1,195 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #309.

Maia Wealth first reported a position in ADSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q4 2024. 759 funds tracked by Wall St. Rank hold ADSK as of Q3 2026.

Maia Wealth held 1,195 shares of Autodesk worth $250K as of Q3 2026.
Maia Wealth sold 869 Autodesk shares in Q3 2026, an estimated $198K.
Autodesk made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #309 holding.
Maia Wealth first reported a position in Autodesk in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's Autodesk position peaked at $1.68M in Q4 2024.
759 funds tracked by Wall St. Rank held Autodesk as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.