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Sandy Cove Advisors’s Autodesk ADSK Stock Holding History

Sandy Cove 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
-884
Closed -$262K – 147
2025
Q4 		$262K Sell
884
-4
-0.5% -$1.21K 0.08% 118
2025
Q3 		$282K Buy
888
+27
+3% +$8.23K 0.09% 114
2025
Q2 		$267K Buy
861
+82
+11% +$23.3K 0.1% 108
2025
Q1 		$204K Sell
779
-2
-0.3% -$569 0.08% 117
2024
Q4 		$231K Hold
781
– – 0.09% 112
2024
Q3 		$215K Buy
+781
New +$197K 0.09% 117
2024
Q2 		– Sell
-769
Closed -$200K – 112
2024
Q1 		$200K Buy
+769
New +$195K 0.09% 118
2022
Q2 		– Sell
-989
Closed -$212K – 83
2022
Q1 		$212K Buy
989
+9
+0.9% +$2.07K 0.18% 82
2021
Q4 		$276K Buy
+980
New +$286K 0.23% 60

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

Sandy Cove Advisors's ADSK Position: Q1 2026 in Review

Sandy Cove Advisors sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 884 shares — an estimated $262K sold.

Sandy Cove Advisors first reported a position in ADSK in Q4 2021 and held it in 9 quarters. The position peaked at $282K in Q3 2025. 1,323 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Sandy Cove Advisors reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Sandy Cove Advisors sold 884 Autodesk shares in Q1 2026, an estimated $262K.
  • Sandy Cove Advisors first reported a position in Autodesk in Q4 2021 and held it in 9 quarters.
  • Sandy Cove Advisors's Autodesk position peaked at $282K in Q3 2025.
  • 1,323 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Sandy Cove Advisors's 13F filing for Q1 2026, filed 5 May 2026.