OneAscent Financial Services’s Autodesk ADSK Stock Holding History

OneAscent Financial Services’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	-753	Closed	-$223K	–	592
2025 Q4	$223K	Buy	753 +26	+4%	+$7.87K	0.02%	420
2025 Q3	$231K	Sell	727 -61	-8%	-$18.6K	0.03%	364
2025 Q2	$244K	Buy	+788	New	+$224K	0.02%	465
2024 Q2	–	Sell	-1,581	Closed	-$412K	–	253
2024 Q1	$412K	Sell	1,581 -126	-7%	-$31.9K	0.05%	233
2023 Q4	$416K	Sell	1,707 -341	-17%	-$73.6K	0.05%	214
2023 Q3	$424K	Buy	+2,048	New	+$430K	0.11%	137
2023 Q2	–	Sell	-1,481	Closed	-$308K	–	126
2023 Q1	$308K	Sell	1,481 -73	-5%	-$15K	0.13%	105
2022 Q4	$290K	Buy	+1,554	New	+$312K	0.12%	120
2021 Q1	$275K	Sell	991 -19	-2%	-$5.48K	0.27%	99
2020 Q4	$308K	Sell	1,010 -2,113	-68%	-$557K	0.33%	70
2020 Q3	$721K	Buy	+3,123	New	+$742K	0.38%	43

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

OneAscent Financial Services's ADSK Position: Q1 2026 in Review

OneAscent Financial Services sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 753 shares — an estimated $223K sold.

OneAscent Financial Services first reported a position in ADSK in Q3 2020 and held it in 11 quarters. The position peaked at $721K in Q3 2020. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

OneAscent Financial Services reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
OneAscent Financial Services sold 753 Autodesk shares in Q1 2026, an estimated $223K.
OneAscent Financial Services first reported a position in Autodesk in Q3 2020 and held it in 11 quarters.
OneAscent Financial Services's Autodesk position peaked at $721K in Q3 2020.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.