SMA
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Sage Mountain Advisors’s Autodesk ADSK Stock Holding History

Sage Mountain 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
-1,960
Closed -$580K – 290
2025
Q4 		$580K Buy
1,960
+59
+3% +$17.9K 0.03% 249
2025
Q3 		$604K Buy
1,901
+548
+41% +$167K 0.03% 231
2025
Q2 		$419K Buy
1,353
+213
+19% +$60.4K 0.03% 267
2025
Q1 		$298K Buy
1,140
+105
+10% +$29.9K 0.02% 308
2024
Q4 		$306K Buy
1,035
+79
+8% +$23.3K 0.02% 291
2024
Q3 		$263K Buy
956
+85
+10% +$21.4K 0.02% 312
2024
Q2 		$215K Sell
871
-322
-27% -$72.3K 0.02% 321
2024
Q1 		$311K Sell
1,193
-49
-4% -$12.4K 0.03% 231
2023
Q4 		$302K Buy
1,242
+27
+2% +$5.83K 0.04% 200
2023
Q3 		$251K Buy
1,215
+23
+2% +$4.83K 0.03% 209
2023
Q2 		$244K Sell
1,192
-428
-26% -$85.6K 0.03% 211
2023
Q1 		$337K Buy
+1,620
New +$334K 0.05% 152

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

Sage Mountain Advisors's ADSK Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 1,960 shares — an estimated $580K sold.

Sage Mountain Advisors first reported a position in ADSK in Q1 2023 and held it in 12 quarters. The position peaked at $604K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,960 Autodesk shares in Q1 2026, an estimated $580K.
  • Sage Mountain Advisors first reported a position in Autodesk in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Autodesk position peaked at $604K in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.