SIM
ADSK icon

Sentry Investment Management’s Autodesk ADSK Stock Holding History

Sentry Investment 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 		– Sell
-528
Closed -$156K – 13
2025
Q4 		$156K Hold
528
– – 0.1% 170
2025
Q3 		$164K Sell
528
-89
-14% -$27.1K 0.11% 163
2025
Q2 		$194K Hold
617
– – 0.11% 188
2025
Q1 		$150K Sell
617
-184
-23% -$52.3K 0.1% 190
2024
Q4 		$237K Sell
801
-130
-14% -$38.4K 0.11% 171
2024
Q3 		$256K Hold
931
– – 0.11% 184
2024
Q2 		$230K Sell
931
-191
-17% -$42.9K 0.1% 187
2024
Q1 		$292K Hold
1,122
– – 0.11% 184
2023
Q4 		$273K Sell
1,122
-120
-10% -$25.9K 0.12% 179
2023
Q3 		$257K Sell
1,242
-185
-13% -$38.9K 0.12% 163
2023
Q2 		$292K Hold
1,427
– – 0.11% 192
2023
Q1 		$297K Sell
1,427
-17
-1% -$3.5K 0.12% 191
2022
Q4 		$270K Sell
1,444
-326
-18% -$65.4K 0.12% 192
2022
Q3 		$331K Buy
1,770
+309
+21% +$62.4K 0.16% 141
2022
Q2 		$251K Sell
1,461
-285
-16% -$54.8K 0.11% 186
2022
Q1 		$374K Sell
1,746
-332
-16% -$76.5K 0.12% 177
2021
Q4 		$584K Sell
2,078
-44
-2% -$12.8K 0.15% 153
2021
Q3 		$605K Buy
2,122
+1,988
+1,484% +$609K 0.18% 141
2021
Q2 		$39K Sell
134
-2,122
-94% -$605K 0.01% 444
2021
Q1 		$625K Buy
+2,256
New +$651K 0.17% 141
2020
Q3 		– Sell
-11,659
Closed -$2.79M – 427
2020
Q2 		$2.79M Buy
11,659
+4,247
+57% +$835K 0.17% 145
2020
Q1 		$1.16M Sell
7,412
-5,518
-43% -$1.01M 0.09% 213
2019
Q4 		$2.37M Hold
12,930
– – 0.14% 170
2019
Q3 		$1.91M Hold
12,930
– – 0.12% 190
2019
Q2 		$2.11M Buy
12,930
+98
+0.8% +$16.5K 0.14% 174
2019
Q1 		$2M Sell
12,832
-1,139
-8% -$170K 0.14% 180
2018
Q4 		$1.8M Sell
13,971
-367
-3% -$49.6K 0.13% 180
2018
Q3 		$2.24M Hold
14,338
– – 0.14% 178
2018
Q2 		$1.88M Buy
+14,338
New +$1.9M 0.12% 191
2018
Q1 		– Sell
-2,932
Closed -$307K – 463
2017
Q4 		$307K Sell
2,932
-7,865
-73% -$917K 0.02% 450
2017
Q3 		$1.21M Hold
10,797
– – 0.05% 285
2017
Q2 		$1.09M Sell
10,797
-3,805
-26% -$376K 0.04% 304
2017
Q1 		$1.26M Sell
14,602
-689
-5% -$57.7K 0.05% 276
2016
Q4 		$1.13M Hold
15,291
– – 0.05% 299
2016
Q3 		$1.11M Sell
15,291
-1,555
-9% -$98K 0.05% 295
2016
Q2 		$912K Hold
16,846
– – 0.04% 330
2016
Q1 		$982K Hold
16,846
– – 0.04% 314
2015
Q4 		$1.03M Buy
16,846
+10,043
+148% +$583K 0.05% 301
2015
Q3 		$300K Hold
6,803
– – 0.01% 459
2015
Q2 		$341K Sell
6,803
-3,400
-33% -$194K 0.02% 486
2015
Q1 		$598K Hold
10,203
– – 0.03% 381
2014
Q4 		$613K Hold
10,203
– – 0.03% 350
2014
Q3 		$562K Sell
10,203
-1,257
-11% -$68.9K 0.03% 364
2014
Q2 		$646K Sell
11,460
-840
-7% -$42.6K 0.03% 361
2014
Q1 		$605K Sell
12,300
-1,800
-13% -$93.3K 0.03% 367
2013
Q4 		$709K Hold
14,100
– – 0.04% 336
2013
Q3 		$580K Buy
14,100
+3,400
+32% +$126K 0.03% 369
2013
Q2 		$363K Buy
+10,700
New +$399K 0.02% 401

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

Sentry Investment Management's ADSK Position: Q1 2026 in Review

Sentry Investment Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 528 shares — an estimated $156K sold.

Sentry Investment Management first reported a position in ADSK in Q2 2013 and held it in 48 quarters. The position peaked at $2.79M in Q2 2020. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Sentry Investment Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 528 Autodesk shares in Q1 2026, an estimated $156K.
  • Sentry Investment Management first reported a position in Autodesk in Q2 2013 and held it in 48 quarters.
  • Sentry Investment Management's Autodesk position peaked at $2.79M in Q2 2020.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.