Ritholtz Wealth Management’s Autodesk ADSK Stock Holding History

Ritholtz 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	$259K	Sell	1,081 -234	-18%	-$58.8K	﹤0.01%	1037
2025 Q4	$389K	Buy	1,315 +161	+14%	+$48.7K	0.01%	806
2025 Q3	$367K	Buy	1,154 +29	+3%	+$8.84K	0.01%	773
2025 Q2	$348K	Buy	+1,125	New	+$319K	0.01%	750
2022 Q4	–	Sell	-1,142	Closed	-$213K	–	577
2022 Q3	$213K	Buy	+1,142	New	+$231K	0.01%	640
2021 Q4	–	Sell	-815	Closed	-$232K	–	557
2021 Q3	$232K	Sell	815 -352	-30%	-$108K	0.02%	430
2021 Q2	$341K	Buy	1,167 +95	+9%	+$27.1K	0.02%	341
2021 Q1	$297K	Sell	1,072 -152	-12%	-$43.8K	0.02%	306
2020 Q4	$374K	Buy	1,224 +339	+38%	+$89.3K	0.04%	214
2020 Q3	$204K	Buy	+885	New	+$210K	0.02%	268

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

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

Ritholtz Wealth Management reduced its Autodesk (ADSK) stake by 18% in Q1 2026, selling an estimated $58.8K and leaving 1,081 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Ritholtz Wealth Management first reported a position in ADSK in Q3 2020 and has held it in 10 quarters since. The position peaked at $389K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Ritholtz Wealth Management held 1,081 shares of Autodesk worth $259K as of Q1 2026.
Ritholtz Wealth Management sold 234 Autodesk shares in Q1 2026, an estimated $58.8K.
Autodesk made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1037 holding.
Ritholtz Wealth Management first reported a position in Autodesk in Q3 2020 and has held it in 10 quarters since.
Ritholtz Wealth Management's Autodesk position peaked at $389K in Q4 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.