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Paragon Private Wealth Management’s Autodesk ADSK Stock Holding History

Paragon Private 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 		$300K Buy
1,254
+257
+26% +$64.6K 0.09% 183
2025
Q4 		$295K Sell
997
-24
-2% -$7.26K 0.09% 184
2025
Q3 		$324K Buy
1,021
+216
+27% +$65.8K 0.11% 175
2025
Q2 		$249K Sell
805
-78
-9% -$22.1K 0.1% 174
2025
Q1 		$231K Sell
883
-65
-7% -$18.5K 0.11% 169
2024
Q4 		$280K Buy
948
+94
+11% +$27.8K 0.13% 144
2024
Q3 		$235K Buy
854
+7
+0.8% +$1.76K 0.12% 152
2024
Q2 		$210K Buy
+847
New +$190K 0.12% 148

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

Paragon Private Wealth Management's ADSK Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Autodesk (ADSK) stake by 26% in Q1 2026, buying an estimated $64.6K and bringing the position to 1,254 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #183.

Paragon Private Wealth Management first reported a position in ADSK in Q2 2024 and has held it in 8 quarters since. The position peaked at $324K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Paragon Private Wealth Management held 1,254 shares of Autodesk worth $300K as of Q1 2026.
  • Paragon Private Wealth Management bought 257 Autodesk shares in Q1 2026, an estimated $64.6K.
  • Autodesk made up 0.09% of Paragon Private Wealth Management's portfolio in Q1 2026, its #183 holding.
  • Paragon Private Wealth Management first reported a position in Autodesk in Q2 2024 and has held it in 8 quarters since.
  • Paragon Private Wealth Management's Autodesk position peaked at $324K in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.