Moss Adams Wealth Advisors’s Autodesk ADSK Stock Holding History

Moss Adams Wealth 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	$977K	Sell	4,083 -184	-4%	-$46.2K	0.07%	85
2025 Q4	$1.26M	Buy	4,267 +41	+1%	+$12.4K	0.09%	68
2025 Q3	$1.34M	Buy	4,226 +26	+0.6%	+$7.92K	0.1%	62
2025 Q2	$1.3M	Buy	4,200 +335	+9%	+$95K	0.12%	59
2025 Q1	$1.01M	Sell	3,865 -3	-0.1%	-$853	0.11%	66
2024 Q4	$1.14M	Buy	3,868 +52	+1%	+$15.4K	0.12%	53
2024 Q3	$1.05M	Buy	3,816 +168	+5%	+$42.3K	0.12%	54
2024 Q2	$903K	Sell	3,648 -55	-1%	-$12.4K	0.12%	53
2024 Q1	$964K	Buy	3,703 +198	+6%	+$50.1K	0.15%	46
2023 Q4	$853K	Buy	3,505 +10	+0.3%	+$2.16K	0.18%	37
2023 Q3	$723K	Sell	3,495 -16	-0.5%	-$3.36K	0.25%	32
2023 Q2	$718K	Buy	3,511 +59	+2%	+$11.8K	0.23%	34
2023 Q1	$719K	Sell	3,452 -192	-5%	-$39.5K	0.24%	33
2022 Q4	$681K	Buy	+3,644	New	+$731K	0.34%	47

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

Moss Adams Wealth Advisors's ADSK Position: Q1 2026 in Review

Moss Adams Wealth Advisors reduced its Autodesk (ADSK) stake by 4.3% in Q1 2026, selling an estimated $46.2K and leaving 4,083 shares worth $977K. The position accounts for 0.07% of the portfolio, ranked #85.

Moss Adams Wealth Advisors first reported a position in ADSK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.34M in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Moss Adams Wealth Advisors held 4,083 shares of Autodesk worth $977K as of Q1 2026.
Moss Adams Wealth Advisors sold 184 Autodesk shares in Q1 2026, an estimated $46.2K.
Autodesk made up 0.07% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #85 holding.
Moss Adams Wealth Advisors first reported a position in Autodesk in Q4 2022 and has held it in 14 quarters since.
Moss Adams Wealth Advisors's Autodesk position peaked at $1.34M in Q3 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.