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Root Financial Partners’s Autodesk ADSK Stock Holding History

Root Financial Partners’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 		$77.6K Sell
324
-23
-7% -$5.78K ﹤0.01% 676
2025
Q4 		$103K Buy
347
+27
+8% +$8.17K 0.01% 461
2025
Q3 		$102K Buy
+320
New +$97.5K 0.01% 443

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

Root Financial Partners's ADSK Position: Q1 2026 in Review

Root Financial Partners reduced its Autodesk (ADSK) stake by 6.6% in Q1 2026, selling an estimated $5.78K and leaving 324 shares worth $77.6K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Root Financial Partners first reported a position in ADSK in Q3 2025 and has held it in 3 quarters since. The position peaked at $103K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Root Financial Partners held 324 shares of Autodesk worth $77.6K as of Q1 2026.
  • Root Financial Partners sold 23 Autodesk shares in Q1 2026, an estimated $5.78K.
  • Autodesk made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #676 holding.
  • Root Financial Partners first reported a position in Autodesk in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Autodesk position peaked at $103K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.