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McCarter Private Wealth Services’s Autodesk ADSK Stock Holding History

McCarter Private Wealth Services’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 		$368K Buy
1,538
+130
+9% +$32.7K 0.16% 113
2025
Q4 		$417K Buy
+1,408
New +$426K 0.19% 105

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

McCarter Private Wealth Services's ADSK Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Autodesk (ADSK) stake by 9.2% in Q1 2026, buying an estimated $32.7K and bringing the position to 1,538 shares worth $368K. The position accounts for 0.16% of the portfolio, ranked #113.

McCarter Private Wealth Services first reported a position in ADSK in Q4 2025 and has held it in 2 quarters since. The position peaked at $417K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • McCarter Private Wealth Services held 1,538 shares of Autodesk worth $368K as of Q1 2026.
  • McCarter Private Wealth Services bought 130 Autodesk shares in Q1 2026, an estimated $32.7K.
  • Autodesk made up 0.16% of McCarter Private Wealth Services's portfolio in Q1 2026, its #113 holding.
  • McCarter Private Wealth Services first reported a position in Autodesk in Q4 2025 and has held it in 2 quarters since.
  • McCarter Private Wealth Services's Autodesk position peaked at $417K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.