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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Maia Wealth's ADSK Position: Q1 2026 in Review

Maia Wealth reduced its Autodesk (ADSK) stake by 25% in Q1 2026, selling an estimated $250K and leaving 2,980 shares worth $714K. The position accounts for 0.12% of the portfolio, ranked #178.

Maia Wealth first reported a position in ADSK in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.68M in Q4 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Maia Wealth held 2,980 shares of Autodesk worth $714K as of Q1 2026.
Maia Wealth sold 995 Autodesk shares in Q1 2026, an estimated $250K.
Autodesk made up 0.12% of Maia Wealth's portfolio in Q1 2026, its #178 holding.
Maia Wealth first reported a position in Autodesk in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's Autodesk position peaked at $1.68M in Q4 2024.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.