Navigoe Wealth Management’s Autodesk ADSK Stock Holding History

Navigoe 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	-40	Closed	-$11K	–	217
2025 Q4	$11K	Hold	40	–	–	0.01%	144
2025 Q3	$12K	Buy	+40	New	+$12.2K	0.01%	138

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

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

Navigoe Wealth Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 40 shares — an estimated $11K sold.

Navigoe Wealth Management first reported a position in ADSK in Q3 2025 and held it in 2 quarters. The position peaked at $12K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Navigoe Wealth Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
Navigoe Wealth Management sold 40 Autodesk shares in Q1 2026, an estimated $11K.
Navigoe Wealth Management first reported a position in Autodesk in Q3 2025 and held it in 2 quarters.
Navigoe Wealth Management's Autodesk position peaked at $12K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

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