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Savvy Advisors Inc’s Autodesk ADSK Stock Holding History

Savvy Advisors Inc’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 		$413K Buy
1,726
+331
+24% +$83.2K 0.01% 737
2025
Q4 		$413K Buy
1,395
+598
+75% +$181K 0.01% 636
2025
Q3 		$253K Sell
797
-202
-20% -$61.6K 0.01% 685
2025
Q2 		$309K Buy
+999
New +$283K 0.02% 481
2025
Q1 		– Sell
-680
Closed -$201K – 519
2024
Q4 		$201K Buy
+680
New +$201K 0.02% 433

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

Savvy Advisors Inc's ADSK Position: Q1 2026 in Review

Savvy Advisors Inc increased its Autodesk (ADSK) stake by 24% in Q1 2026, buying an estimated $83.2K and bringing the position to 1,726 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #737.

Savvy Advisors Inc first reported a position in ADSK in Q4 2024 and has held it in 5 quarters since. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Savvy Advisors Inc held 1,726 shares of Autodesk worth $413K as of Q1 2026.
  • Savvy Advisors Inc bought 331 Autodesk shares in Q1 2026, an estimated $83.2K.
  • Autodesk made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #737 holding.
  • Savvy Advisors Inc first reported a position in Autodesk in Q4 2024 and has held it in 5 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

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