Opal Wealth Advisors’s Autodesk ADSK Stock Holding History

Opal Wealth 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	$44.5K	Buy	+186	New	+$46.8K	0.01%	429
2025 Q3	–	Sell	-202	Closed	-$62.5K	–	204
2025 Q2	$62.5K	Sell	202 -163	-45%	-$46.2K	0.02%	344
2025 Q1	$95.6K	Buy	+365	New	+$104K	0.03%	279
2024 Q3	–	Sell	-430	Closed	-$106K	–	203
2024 Q2	$106K	Buy	+430	New	+$96.6K	0.03%	260
2023 Q2	–	Sell	-1,168	Closed	-$243K	–	146
2023 Q1	$243K	Buy	1,168 +31	+3%	+$6.38K	0.14%	92
2022 Q4	$212K	Buy	1,137 +60	+6%	+$12K	0.12%	113
2022 Q3	$201K	Buy	+1,077	New	+$218K	0.15%	99
2022 Q2	–	Sell	-1,039	Closed	-$223K	–	111
2022 Q1	$223K	Buy	1,039 +175	+20%	+$40.3K	0.19%	89
2021 Q4	$243K	Buy	+864	New	+$252K	0.15%	99

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

Opal Wealth Advisors's ADSK Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Autodesk (ADSK) in Q1 2026: 186 shares worth $44.5K. The stake represents 0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in ADSK as recently as Q2 2025.

Opal Wealth Advisors first reported a position in ADSK in Q4 2021 and has held it in 9 quarters since. The position peaked at $243K in Q1 2023. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Opal Wealth Advisors held 186 shares of Autodesk worth $44.5K as of Q1 2026.
Autodesk was a new Opal Wealth Advisors position in Q1 2026.
Autodesk made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #429 holding.
Opal Wealth Advisors first reported a position in Autodesk in Q4 2021 and has held it in 9 quarters since.
Opal Wealth Advisors's Autodesk position peaked at $243K in Q1 2023.
1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.