Modern Wealth Management’s Autodesk ADSK Stock Holding History

Modern Wealth Management’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	$627K	Buy	2,636 +418	+19%	+$105K	0.01%	526
2025 Q4	$657K	Buy	2,218 +1,066	+93%	+$323K	0.01%	485
2025 Q3	$366K	Sell	1,152 -197	-15%	-$60K	0.01%	585
2025 Q2	$418K	Buy	1,349 +533	+65%	+$151K	0.01%	523
2025 Q1	$214K	Sell	816 -142	-15%	-$40.4K	0.01%	628
2024 Q4	$283K	Buy	958 +87	+10%	+$25.7K	0.01%	468
2024 Q3	$240K	Buy	+871	New	+$219K	0.01%	383
2024 Q2	–	Sell	-10,521	Closed	-$2.74M	–	405
2024 Q1	$2.74M	Buy	+10,521	New	+$2.66M	0.25%	54

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

Modern Wealth Management's ADSK Position: Q1 2026 in Review

Modern Wealth Management increased its Autodesk (ADSK) stake by 19% in Q1 2026, buying an estimated $105K and bringing the position to 2,636 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #526.

Modern Wealth Management first reported a position in ADSK in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.74M in Q1 2024. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Modern Wealth Management held 2,636 shares of Autodesk worth $627K as of Q1 2026.
Modern Wealth Management bought 418 Autodesk shares in Q1 2026, an estimated $105K.
Autodesk made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #526 holding.
Modern Wealth Management first reported a position in Autodesk in Q1 2024 and has held it in 8 quarters since.
Modern Wealth Management's Autodesk position peaked at $2.74M in Q1 2024.
1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.