Pinnacle Wealth Management Advisory Group’s Autodesk ADSK Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$206K	Sell	861 -50	-5%	-$12.6K	0.01%	512
2025 Q4	$270K	Buy	911 +10	+1%	+$3.03K	0.02%	435
2025 Q3	$286K	Buy	901 +3	+0.3%	+$914	0.02%	324
2025 Q2	$278K	Buy	+898	New	+$255K	0.02%	311
2024 Q2	–	Sell	-984	Closed	-$256K	–	353
2024 Q1	$256K	Buy	984 +32	+3%	+$8.1K	0.03%	292
2023 Q4	$232K	Buy	+952	New	+$206K	0.03%	295
2023 Q2	–	Sell	-970	Closed	-$202K	–	333
2023 Q1	$202K	Buy	+970	New	+$200K	0.03%	302

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

Pinnacle Wealth Management Advisory Group's ADSK Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Autodesk (ADSK) stake by 5.5% in Q1 2026, selling an estimated $12.6K and leaving 861 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #512.

Pinnacle Wealth Management Advisory Group first reported a position in ADSK in Q1 2023 and has held it in 7 quarters since. The position peaked at $286K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 861 shares of Autodesk worth $206K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 50 Autodesk shares in Q1 2026, an estimated $12.6K.
Autodesk made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #512 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Autodesk in Q1 2023 and has held it in 7 quarters since.
Pinnacle Wealth Management Advisory Group's Autodesk position peaked at $286K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.