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Regent Peak Wealth Advisors’s Autodesk ADSK Stock Holding History

Regent Peak Wealth 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
-719
Closed -$213K – 199
2025
Q4 		$213K Buy
+719
New +$218K 0.04% 177
2021
Q1 		– Sell
-163
Closed -$50K – 165
2020
Q4 		$50K Buy
+163
New +$43K 0.02% 308

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

Regent Peak Wealth Advisors's ADSK Position: Q1 2026 in Review

Regent Peak Wealth Advisors sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 719 shares — an estimated $213K sold.

Regent Peak Wealth Advisors first reported a position in ADSK in Q4 2020 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Regent Peak Wealth Advisors reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 719 Autodesk shares in Q1 2026, an estimated $213K.
  • Regent Peak Wealth Advisors first reported a position in Autodesk in Q4 2020 and held it in 2 quarters.
  • Regent Peak Wealth Advisors's Autodesk position peaked at $213K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.