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Private Wealth Asset Management’s Autodesk ADSK Stock Holding History

Private Wealth Asset 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 		$21.1K Sell
88
-1
-1% -$251 ﹤0.01% 551
2025
Q4 		$26.3K Hold
89
– – ﹤0.01% 508
2025
Q3 		$28.3K Hold
89
– – ﹤0.01% 474
2025
Q2 		$27.6K Sell
89
-8
-8% -$2.27K ﹤0.01% 499
2025
Q1 		$25.4K Buy
+97
New +$27.6K ﹤0.01% 480

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

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

Private Wealth Asset Management reduced its Autodesk (ADSK) stake by 1.1% in Q1 2026, selling an estimated $251 and leaving 88 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Private Wealth Asset Management first reported a position in ADSK in Q1 2025 and has held it in 5 quarters since. The position peaked at $28.3K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Private Wealth Asset Management held 88 shares of Autodesk worth $21.1K as of Q1 2026.
  • Private Wealth Asset Management sold 1 Autodesk share in Q1 2026, an estimated $251.
  • Autodesk made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #551 holding.
  • Private Wealth Asset Management first reported a position in Autodesk in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Autodesk position peaked at $28.3K in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.