Sunbelt Securities’s Autodesk ADSK Stock Holding History

Sunbelt Securities’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	$245K	Sell	1,022 -2	-0.2%	-$503	0.02%	583
2025 Q4	$303K	Sell	1,024 -5	-0.5%	-$1.51K	0.02%	531
2025 Q3	$327K	Buy	1,029 +52	+5%	+$15.8K	0.02%	502
2025 Q2	$289K	Hold	977	–	–	0.03%	494
2025 Q1	$256K	Hold	977	–	–	0.02%	504
2024 Q4	$291K	Sell	977 -10	-1%	-$2.95K	0.03%	494
2024 Q3	$272K	Hold	987	–	–	0.03%	509
2024 Q2	$244K	Hold	987	–	–	0.03%	504
2024 Q1	$257K	Buy	987 +487	+97%	+$123K	0.03%	473
2023 Q4	$122K	Sell	500 -11	-2%	-$2.38K	0.02%	630
2023 Q3	$106K	Buy	511 +32	+7%	+$6.72K	0.01%	643
2023 Q2	$98K	Sell	479 -17	-3%	-$3.4K	0.01%	653
2023 Q1	$100K	Buy	+496	New	+$102K	0.02%	581
2020 Q1	–	Sell	-1,185	Closed	-$217K	–	378
2019 Q4	$217K	Sell	1,185 -300	-20%	-$48.6K	0.02%	524
2019 Q3	$219K	Buy	+1,485	New	+$231K	0.02%	498

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

Sunbelt Securities's ADSK Position: Q1 2026 in Review

Sunbelt Securities reduced its Autodesk (ADSK) stake by 0.2% in Q1 2026, selling an estimated $503 and leaving 1,022 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #583.

Sunbelt Securities first reported a position in ADSK in Q3 2019 and has held it in 15 quarters since. The position peaked at $327K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Sunbelt Securities held 1,022 shares of Autodesk worth $245K as of Q1 2026.
Sunbelt Securities sold 2 Autodesk shares in Q1 2026, an estimated $503.
Autodesk made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #583 holding.
Sunbelt Securities first reported a position in Autodesk in Q3 2019 and has held it in 15 quarters since.
Sunbelt Securities's Autodesk position peaked at $327K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.