SWP
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Sagespring Wealth Partners’s Autodesk ADSK Stock Holding History

Sagespring Wealth 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 		$1.08M Buy
4,526
+27
+0.6% +$6.79K 0.02% 303
2025
Q4 		$1.33M Buy
4,499
+335
+8% +$101K 0.02% 257
2025
Q3 		$1.32M Buy
4,164
+464
+13% +$141K 0.03% 254
2025
Q2 		$1.15M Buy
3,700
+1,396
+61% +$396K 0.02% 261
2025
Q1 		$603K Buy
2,304
+581
+34% +$165K 0.02% 346
2024
Q4 		$509K Buy
+1,723
New +$509K 0.01% 346

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

Sagespring Wealth Partners's ADSK Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Autodesk (ADSK) stake by 0.6% in Q1 2026, buying an estimated $6.79K and bringing the position to 4,526 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #303.

Sagespring Wealth Partners first reported a position in ADSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.33M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Sagespring Wealth Partners held 4,526 shares of Autodesk worth $1.08M as of Q1 2026.
  • Sagespring Wealth Partners bought 27 Autodesk shares in Q1 2026, an estimated $6.79K.
  • Autodesk made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #303 holding.
  • Sagespring Wealth Partners first reported a position in Autodesk in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Autodesk position peaked at $1.33M in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.