Sendero Wealth Management’s Autodesk ADSK Stock Holding History

Sendero Wealth Management’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	$2.98M	Buy	12,459 +4,029	+48%	+$1.01M	0.33%	58
2025 Q4	$2.5M	Sell	8,430 -76	-0.9%	-$23K	0.28%	61
2025 Q3	$2.7M	Sell	8,506 -3,327	-28%	-$1.01M	0.32%	59
2025 Q2	$3.66M	Sell	11,833 -610	-5%	-$173K	0.46%	45
2025 Q1	$3.26M	Sell	12,443 -12	-0.1%	-$3.41K	0.45%	45
2024 Q4	$3.68M	Buy	12,455 +429	+4%	+$127K	0.55%	41
2024 Q3	$3.31M	Buy	12,026 +321	+3%	+$80.8K	0.52%	39
2024 Q2	$2.9M	Sell	11,705 -841	-7%	-$189K	0.49%	41
2024 Q1	$3.27M	Sell	12,546 -4,242	-25%	-$1.07M	0.56%	36
2023 Q4	$4.09M	Buy	16,788 +223	+1%	+$48.2K	0.77%	28
2023 Q3	$3.43M	Sell	16,565 -783	-5%	-$165K	0.74%	29
2023 Q2	$3.55M	Buy	17,348 +1,741	+11%	+$348K	0.78%	27
2023 Q1	$3.25M	Buy	15,607 +7,692	+97%	+$1.58M	1%	17
2022 Q4	$1.48M	Buy	7,915 +6,341	+403%	+$1.27M	0.53%	39
2022 Q3	$294K	Buy	+1,574	New	+$318K	0.12%	75

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

Sendero Wealth Management's ADSK Position: Q1 2026 in Review

Sendero Wealth Management increased its Autodesk (ADSK) stake by 48% in Q1 2026, buying an estimated $1.01M and bringing the position to 12,459 shares worth $2.98M. The position accounts for 0.33% of the portfolio, ranked #58.

Sendero Wealth Management first reported a position in ADSK in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.09M in Q4 2023. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Sendero Wealth Management held 12,459 shares of Autodesk worth $2.98M as of Q1 2026.
Sendero Wealth Management bought 4,029 Autodesk shares in Q1 2026, an estimated $1.01M.
Autodesk made up 0.33% of Sendero Wealth Management's portfolio in Q1 2026, its #58 holding.
Sendero Wealth Management first reported a position in Autodesk in Q3 2022 and has held it in 15 quarters since.
Sendero Wealth Management's Autodesk position peaked at $4.09M in Q4 2023.
1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.