NW
ADSK icon

NewEdge Wealth’s Autodesk ADSK Stock Holding History

NewEdge Wealth’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 		$1.79M Sell
7,467
-2,526
-25% -$635K 0.02% 463
2025
Q4 		$2.96M Buy
9,993
+4,319
+76% +$1.31M 0.03% 352
2025
Q3 		$1.71M Buy
5,674
+3,097
+120% +$944K 0.02% 436
2025
Q2 		$755K Buy
2,577
+435
+20% +$123K 0.01% 597
2025
Q1 		$561K Sell
2,142
-4
-0.2% -$1.14K 0.01% 620
2024
Q4 		$634K Sell
2,146
-55
-2% -$16.2K 0.01% 585
2024
Q3 		$606K Buy
2,201
+121
+6% +$30.5K 0.01% 578
2024
Q2 		$515K Sell
2,080
-3,754
-64% -$843K 0.01% 543
2024
Q1 		$1.22M Buy
5,834
+554
+10% +$140K 0.03% 396
2023
Q4 		$1.29M Sell
5,280
-1,140
-18% -$246K 0.03% 364
2023
Q3 		$1.33M Sell
6,420
-454
-7% -$95.4K 0.04% 317
2023
Q2 		$1.41M Buy
6,874
+406
+6% +$81.2K 0.05% 311
2023
Q1 		$1.35M Sell
6,468
-878
-12% -$181K 0.05% 278
2022
Q4 		$1.37M Sell
7,346
-1,626
-18% -$326K 0.06% 252
2022
Q3 		$1.68M Sell
8,972
-2,174
-20% -$439K 0.08% 212
2022
Q2 		$1.92M Buy
11,146
+4,147
+59% +$797K 0.09% 197
2022
Q1 		$1.5M Buy
+6,999
New +$1.61M 0.07% 187

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

NewEdge Wealth's ADSK Position: Q1 2026 in Review

NewEdge Wealth reduced its Autodesk (ADSK) stake by 25% in Q1 2026, selling an estimated $635K and leaving 7,467 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #463.

NewEdge Wealth first reported a position in ADSK in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.96M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • NewEdge Wealth held 7,467 shares of Autodesk worth $1.79M as of Q1 2026.
  • NewEdge Wealth sold 2,526 Autodesk shares in Q1 2026, an estimated $635K.
  • Autodesk made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #463 holding.
  • NewEdge Wealth first reported a position in Autodesk in Q1 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Autodesk position peaked at $2.96M in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.