Private Wealth Management Group’s Autodesk ADSK Stock Holding History

Private Wealth Management 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	$40.2K	Sell	168 -20	-11%	-$5.03K	0.01%	223
2025 Q4	$55.6K	Hold	188	–	–	0.01%	182
2025 Q3	$59.7K	Hold	188	–	–	0.02%	166
2025 Q2	$58.2K	Buy	188 +24	+15%	+$6.81K	0.02%	152
2025 Q1	$42.9K	Buy	164 +24	+17%	+$6.83K	0.02%	186
2024 Q4	$41.4K	Hold	140	–	–	0.02%	189
2024 Q3	$38.6K	Buy	140 +1	+0.7%	+$252	0.02%	190
2024 Q2	$34.4K	Buy	139 +11	+9%	+$2.47K	0.01%	195
2024 Q1	$33.3K	Hold	128	–	–	0.02%	202
2023 Q4	$31.2K	Buy	+128	New	+$27.6K	0.02%	211

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

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

Private Wealth Management Group reduced its Autodesk (ADSK) stake by 11% in Q1 2026, selling an estimated $5.03K and leaving 168 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #223.

Private Wealth Management Group first reported a position in ADSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $59.7K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Private Wealth Management Group held 168 shares of Autodesk worth $40.2K as of Q1 2026.
Private Wealth Management Group sold 20 Autodesk shares in Q1 2026, an estimated $5.03K.
Autodesk made up 0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #223 holding.
Private Wealth Management Group first reported a position in Autodesk in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Autodesk position peaked at $59.7K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.