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Outlook Wealth Advisors’s Autodesk ADSK Stock Holding History

Outlook 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 		$291K Sell
1,215
-39
-3% -$9.8K 0.07% 261
2025
Q4 		$371K Sell
1,254
-12
-0.9% -$3.63K 0.08% 202
2025
Q3 		$402K Sell
1,266
-331
-21% -$101K 0.1% 182
2025
Q2 		$494K Buy
1,597
+9
+0.6% +$2.55K 0.13% 144
2025
Q1 		$416K Buy
1,588
+10
+0.6% +$2.84K 0.12% 164
2024
Q4 		$466K Buy
1,578
+62
+4% +$18.3K 0.13% 146
2024
Q3 		$418K Buy
1,516
+107
+8% +$26.9K 0.12% 147
2024
Q2 		$349K Buy
1,409
+143
+11% +$32.1K 0.11% 185
2024
Q1 		$330K Buy
1,266
+246
+24% +$62.2K 0.1% 192
2023
Q4 		$248K Buy
+1,020
New +$220K 0.09% 194

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

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

Outlook Wealth Advisors reduced its Autodesk (ADSK) stake by 3.1% in Q1 2026, selling an estimated $9.8K and leaving 1,215 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #261.

Outlook Wealth Advisors first reported a position in ADSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $494K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Outlook Wealth Advisors held 1,215 shares of Autodesk worth $291K as of Q1 2026.
  • Outlook Wealth Advisors sold 39 Autodesk shares in Q1 2026, an estimated $9.8K.
  • Autodesk made up 0.07% of Outlook Wealth Advisors's portfolio in Q1 2026, its #261 holding.
  • Outlook Wealth Advisors first reported a position in Autodesk in Q4 2023 and has held it in 10 quarters since.
  • Outlook Wealth Advisors's Autodesk position peaked at $494K in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.