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Oregon Pacific Wealth Management’s Autodesk ADSK Stock Holding History

Oregon Pacific 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 		$224K Buy
936
+4
+0.4% +$1K 0.23% 95
2025
Q4 		$276K Sell
932
-38
-4% -$11.5K 0.29% 87
2025
Q3 		$308K Buy
970
+27
+3% +$8.23K 0.27% 94
2025
Q2 		$292K Sell
943
-56
-6% -$15.9K 0.28% 96
2025
Q1 		$262K Buy
999
+38
+4% +$10.8K 0.26% 100
2024
Q4 		$284K Buy
+961
New +$284K 0.28% 96

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

Oregon Pacific Wealth Management's ADSK Position: Q1 2026 in Review

Oregon Pacific Wealth Management increased its Autodesk (ADSK) stake by 0.43% in Q1 2026, buying an estimated $1K and bringing the position to 936 shares worth $224K. The position accounts for 0.23% of the portfolio, ranked #95.

Oregon Pacific Wealth Management first reported a position in ADSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $308K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Oregon Pacific Wealth Management held 936 shares of Autodesk worth $224K as of Q1 2026.
  • Oregon Pacific Wealth Management bought 4 Autodesk shares in Q1 2026, an estimated $1K.
  • Autodesk made up 0.23% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Oregon Pacific Wealth Management first reported a position in Autodesk in Q4 2024 and has held it in 6 quarters since.
  • Oregon Pacific Wealth Management's Autodesk position peaked at $308K in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.