Sage Private Wealth Group’s Autodesk ADSK Stock Holding History

Sage Private Wealth Group’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	$244K	Buy	1,021 +156	+18%	+$39.2K	0.12%	86
2025 Q4	$256K	Buy	865 +29	+3%	+$8.77K	0.14%	82
2025 Q3	$266K	Buy	836 +14	+2%	+$4.27K	0.15%	81
2025 Q2	$254K	Buy	822 +42	+5%	+$11.9K	0.16%	76
2025 Q1	$204K	Buy	780 +44	+6%	+$12.5K	0.15%	84
2024 Q4	$218K	Sell	736 -12	-2%	-$3.54K	0.16%	78
2024 Q3	$206K	Sell	748 -79	-10%	-$19.9K	0.16%	89
2024 Q2	$205K	Buy	+827	New	+$186K	0.17%	82
2022 Q4	–	Sell	-332	Closed	-$62K	–	51
2022 Q3	$62K	Hold	332	–	–	0.08%	78
2022 Q2	$57K	Buy	332 +36	+12%	+$6.92K	0.08%	79
2022 Q1	$63K	Buy	296 +49	+20%	+$11.3K	0.06%	81
2021 Q4	$69K	Buy	247 +25	+11%	+$7.29K	0.09%	76
2021 Q3	$63K	Hold	222	–	–	0.09%	76
2021 Q2	$65K	Hold	222	–	–	0.09%	74
2021 Q1	$62K	Buy	222 +2	+0.9%	+$577	0.11%	76
2020 Q4	$67K	Buy	+220	New	+$58K	0.19%	65

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

Sage Private Wealth Group's ADSK Position: Q1 2026 in Review

Sage Private Wealth Group increased its Autodesk (ADSK) stake by 18% in Q1 2026, buying an estimated $39.2K and bringing the position to 1,021 shares worth $244K. The position accounts for 0.12% of the portfolio, ranked #86.

Sage Private Wealth Group first reported a position in ADSK in Q4 2020 and has held it in 16 quarters since. The position peaked at $266K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Sage Private Wealth Group held 1,021 shares of Autodesk worth $244K as of Q1 2026.
Sage Private Wealth Group bought 156 Autodesk shares in Q1 2026, an estimated $39.2K.
Autodesk made up 0.12% of Sage Private Wealth Group's portfolio in Q1 2026, its #86 holding.
Sage Private Wealth Group first reported a position in Autodesk in Q4 2020 and has held it in 16 quarters since.
Sage Private Wealth Group's Autodesk position peaked at $266K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.