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Mowery & Schoenfeld Wealth Management’s Autodesk ADSK Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-35
Closed -$10.4K – 360
2025
Q4 		$10.4K Buy
35
+4
+13% +$1.21K 0.02% 245
2025
Q3 		$9.85K Hold
31
– – 0.02% 219
2025
Q2 		$9.6K Hold
31
– – 0.01% 219
2025
Q1 		$8.12K Sell
31
-4
-11% -$1.14K 0.02% 277
2024
Q4 		$10.3K Buy
+35
New +$10.3K 0.02% 225

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

Mowery & Schoenfeld Wealth Management's ADSK Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 35 shares — an estimated $10.4K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ADSK in Q4 2024 and held it in 5 quarters. The position peaked at $10.4K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 35 Autodesk shares in Q1 2026, an estimated $10.4K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Autodesk in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Autodesk position peaked at $10.4K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.