Pin Oak Investment Advisors’s Autodesk ADSK Stock Holding History

Pin Oak Investment 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	–	Sell	-59	Closed	-$14K	–	495
2025 Q4	$14K	Hold	59	–	–	0.01%	345
2025 Q3	$18.7K	Hold	59	–	–	0.01%	317
2025 Q2	$15K	Hold	59	–	–	0.01%	297
2025 Q1	$15K	Hold	59	–	–	0.01%	288
2024 Q4	$16K	Hold	59	–	–	0.01%	289
2024 Q3	$16K	Sell	59 -110	-65%	-$27.7K	0.01%	291
2024 Q2	$42K	Sell	169 -231	-58%	-$51.9K	0.04%	184
2024 Q1	$104K	Hold	400	–	–	0.1%	128
2023 Q4	$97K	Hold	400	–	–	0.1%	127
2023 Q3	$83K	Hold	400	–	–	0.09%	132
2023 Q2	$82K	Sell	400 -79	-16%	-$15.8K	0.09%	134
2023 Q1	$100K	Hold	479	–	–	0.12%	115
2022 Q4	$90K	Hold	479	–	–	0.11%	109
2022 Q3	$89K	Hold	479	–	–	0.11%	110
2022 Q2	$82K	Buy	479 +110	+30%	+$21.2K	0.1%	119
2022 Q1	$79K	Buy	369 +53	+17%	+$12.2K	0.08%	136
2021 Q4	$89K	Hold	316	–	–	0.09%	134
2021 Q3	$90K	Buy	316 +37	+13%	+$11.3K	0.1%	126
2021 Q2	$81K	Sell	279 -442	-61%	-$126K	0.08%	137
2021 Q1	$200K	Sell	721 -415	-37%	-$120K	0.17%	96
2020 Q4	$347K	Hold	1,136	–	–	0.29%	75
2020 Q3	$262K	Hold	1,136	–	–	0.25%	80
2020 Q2	$272K	Buy	1,136 +387	+52%	+$76.1K	0.25%	74
2020 Q1	$117K	Buy	+749	New	+$137K	0.12%	123

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

Pin Oak Investment Advisors's ADSK Position: Q1 2026 in Review

Pin Oak Investment Advisors sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 59 shares — an estimated $14K sold.

Pin Oak Investment Advisors first reported a position in ADSK in Q1 2020 and held it in 24 quarters. The position peaked at $347K in Q4 2020. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Pin Oak Investment Advisors reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
Pin Oak Investment Advisors sold 59 Autodesk shares in Q1 2026, an estimated $14K.
Pin Oak Investment Advisors first reported a position in Autodesk in Q1 2020 and held it in 24 quarters.
Pin Oak Investment Advisors's Autodesk position peaked at $347K in Q4 2020.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.