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Northwest Financial Advisors’s Autodesk ADSK Stock Holding History

Northwest Financial 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 		– Sell
-800
Closed -$237K – 67
2025
Q4 		$237K Hold
800
– – 0.49% 59
2025
Q3 		$254K Hold
800
– – 0.33% 84
2025
Q2 		$248K Hold
800
– – 0.35% 78
2025
Q1 		$209K Hold
800
– – 0.17% 112
2024
Q4 		$236K Hold
800
– – 0.2% 102
2024
Q3 		$220K Sell
800
-13
-2% -$3.27K 0.18% 92
2024
Q2 		$201K Buy
813
+13
+2% +$2.92K 0.2% 88
2024
Q1 		$208K Hold
800
– – 0.23% 85
2023
Q4 		$195K Buy
+800
New +$173K 0.17% 88

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

Northwest Financial Advisors's ADSK Position: Q1 2026 in Review

Northwest Financial Advisors sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 800 shares — an estimated $237K sold.

Northwest Financial Advisors first reported a position in ADSK in Q4 2023 and held it in 9 quarters. The position peaked at $254K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Northwest Financial Advisors reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Northwest Financial Advisors sold 800 Autodesk shares in Q1 2026, an estimated $237K.
  • Northwest Financial Advisors first reported a position in Autodesk in Q4 2023 and held it in 9 quarters.
  • Northwest Financial Advisors's Autodesk position peaked at $254K in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.