Strait & Sound Wealth Management’s Autodesk ADSK Stock Holding History

Strait & Sound 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	$282K	Sell	1,176 -15	-1%	-$3.77K	0.1%	134
2025 Q4	$353K	Sell	1,191 -197	-14%	-$59.6K	0.13%	114
2025 Q3	$441K	Sell	1,388 -127	-8%	-$38.7K	0.17%	93
2025 Q2	$469K	Sell	1,515 -178	-11%	-$50.5K	0.2%	93
2025 Q1	$443K	Buy	1,693 +45	+3%	+$12.8K	0.21%	88
2024 Q4	$487K	Sell	1,648 -50	-3%	-$14.8K	0.23%	81
2024 Q3	$468K	Sell	1,698 -687	-29%	-$173K	0.23%	83
2024 Q2	$590K	Sell	2,385 -104	-4%	-$23.4K	0.3%	56
2024 Q1	$600K	Buy	2,489 +117	+5%	+$29.6K	0.34%	49
2023 Q4	$566K	Buy	2,372 +409	+21%	+$88.3K	0.35%	48
2023 Q3	$406K	Sell	1,963 -100	-5%	-$21K	0.35%	66
2023 Q2	$422K	Hold	2,063	–	–	0.42%	55
2023 Q1	$429K	Buy	2,063 +44	+2%	+$9.06K	0.43%	56
2022 Q4	$405K	Buy	+2,019	New	+$405K	0.44%	56

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

Strait & Sound Wealth Management's ADSK Position: Q1 2026 in Review

Strait & Sound Wealth Management reduced its Autodesk (ADSK) stake by 1.3% in Q1 2026, selling an estimated $3.77K and leaving 1,176 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #134.

Strait & Sound Wealth Management first reported a position in ADSK in Q4 2022 and has held it in 14 quarters since. The position peaked at $600K in Q1 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Strait & Sound Wealth Management held 1,176 shares of Autodesk worth $282K as of Q1 2026.
Strait & Sound Wealth Management sold 15 Autodesk shares in Q1 2026, an estimated $3.77K.
Autodesk made up 0.1% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #134 holding.
Strait & Sound Wealth Management first reported a position in Autodesk in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's Autodesk position peaked at $600K in Q1 2024.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.