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Pines Wealth Management’s Autodesk ADSK Stock Holding History

Pines 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 		– Sell
-1,072
Closed -$317K – 218
2025
Q4 		$317K Buy
1,072
+153
+17% +$46.3K 0.1% 168
2025
Q3 		$292K Buy
919
+270
+42% +$82.3K 0.1% 182
2025
Q2 		$206K Buy
+649
New +$184K 0.07% 224

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pines Wealth Management's ADSK Position: Q1 2026 in Review

Pines Wealth Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 1,072 shares — an estimated $317K sold.

Pines Wealth Management first reported a position in ADSK in Q2 2025 and held it in 3 quarters. The position peaked at $317K in Q4 2025. 1,318 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Pines Wealth Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Pines Wealth Management sold 1,072 Autodesk shares in Q1 2026, an estimated $317K.
  • Pines Wealth Management first reported a position in Autodesk in Q2 2025 and held it in 3 quarters.
  • Pines Wealth Management's Autodesk position peaked at $317K in Q4 2025.
  • 1,318 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.