Personal CFO Solutions’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$240K Buy
1,004
+39
+4% +$9.8K 0.03% 457
2025
Q4
$286K Sell
965
-24
-2% -$7.26K 0.05% 386
2025
Q3
$314K Sell
989
-18
-2% -$5.49K 0.06% 329
2025
Q2
$312K Sell
1,007
-175
-15% -$49.6K 0.06% 320
2025
Q1
$309K Buy
1,182
+4
+0.3% +$1.14K 0.06% 307
2024
Q4
$348K Buy
1,178
+20
+2% +$5.91K 0.07% 275
2024
Q3
$319K Sell
1,158
-1,182
-51% -$298K 0.04% 400
2024
Q2
$579K Sell
2,340
-4,000
-63% -$899K 0.09% 221
2024
Q1
$1.65M Buy
6,340
+147
+2% +$37.2K 0.26% 77
2023
Q4
$1.51M Buy
6,193
+5
+0.1% +$1.08K 0.26% 74
2023
Q3
$1.28M Sell
6,188
-22
-0.4% -$4.62K 0.25% 79
2023
Q2
$1.27M Sell
6,210
-1,653
-21% -$331K 0.26% 77
2023
Q1
$1.64M Buy
7,863
+53
+0.7% +$10.9K 0.34% 63
2022
Q4
$1.46M Buy
7,810
+184
+2% +$36.9K 0.31% 66
2022
Q3
$1.43M Buy
7,626
+161
+2% +$32.5K 0.36% 51
2022
Q2
$1.28M Buy
7,465
+790
+12% +$152K 0.3% 56
2022
Q1
$1.43M Buy
6,675
+736
+12% +$170K 0.28% 63
2021
Q4
$1.67M Buy
5,939
+207
+4% +$60.3K 0.31% 59
2021
Q3
$1.64M Buy
5,732
+643
+13% +$197K 0.34% 55
2021
Q2
$1.49M Sell
5,089
-348
-6% -$99.3K 0.3% 62
2021
Q1
$1.51M Sell
5,437
-922
-14% -$266K 0.33% 63
2020
Q4
$1.94M Buy
6,359
+330
+5% +$87K 0.48% 47
2020
Q3
$1K Buy
6,029
+18
+0.3% +$4.28K 0.33% 52
2020
Q2
$1.44M Buy
6,011
+1,756
+41% +$345K 0.43% 54
2020
Q1
$664K Buy
4,255
+2,991
+237% +$549K 0.24% 96
2019
Q4
$232K Buy
+1,264
New +$205K 0.07% 282

Other funds holding ADSK

Personal CFO Solutions's ADSK Position: Q1 2026 in Review

Personal CFO Solutions increased its Autodesk (ADSK) stake by 4% in Q1 2026, buying an estimated $9.8K and bringing the position to 1,004 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #457.

Personal CFO Solutions first reported a position in ADSK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.94M in Q4 2020. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Personal CFO Solutions held 1,004 shares of Autodesk worth $240K as of Q1 2026.
  • Personal CFO Solutions bought 39 Autodesk shares in Q1 2026, an estimated $9.8K.
  • Autodesk made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #457 holding.
  • Personal CFO Solutions first reported a position in Autodesk in Q4 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's Autodesk position peaked at $1.94M in Q4 2020.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.