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Sagace Wealth Management’s Autodesk ADSK Stock Holding History

Sagace 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 		– Sell
-830
Closed -$246K – 71
2025
Q4 		$246K Buy
830
+6
+0.7% +$1.81K 0.17% 60
2025
Q3 		$262K Buy
824
+32
+4% +$9.75K 0.18% 59
2025
Q2 		$245K Buy
792
+20
+3% +$5.67K 0.18% 58
2025
Q1 		$202K Buy
772
+29
+4% +$8.25K 0.15% 63
2024
Q4 		$220K Buy
+743
New +$219K 0.16% 58

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Sagace Wealth Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 830 shares — an estimated $246K sold.

Sagace Wealth Management first reported a position in ADSK in Q4 2024 and held it in 5 quarters. The position peaked at $262K in Q3 2025. 1,318 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Sagace Wealth Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Sagace Wealth Management sold 830 Autodesk shares in Q1 2026, an estimated $246K.
  • Sagace Wealth Management first reported a position in Autodesk in Q4 2024 and held it in 5 quarters.
  • Sagace Wealth Management's Autodesk position peaked at $262K in Q3 2025.
  • 1,318 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.