Transamerica Financial Advisors’s Autodesk ADSK Stock Holding History

Transamerica Financial Advisors’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	$124K	Buy	520 +300	+136%	+$75.4K	0.01%	481
2025 Q4	$65.1K	Buy	220 +98	+80%	+$29.6K	0.01%	509
2025 Q3	$38.8K	Buy	+122	New	+$37.2K	﹤0.01%	515
2019 Q3	–	Sell	-40	Closed	-$7K	–	102
2019 Q2	$7K	Buy	+40	New	+$6.72K	﹤0.01%	317
2019 Q1	–	Sell	-40	Closed	-$6K	–	103
2018 Q4	$6K	Sell	40 -224	-85%	-$30.3K	﹤0.01%	307
2018 Q3	$42K	Hold	264	–	–	0.01%	236
2018 Q2	$35K	Hold	264	–	–	0.01%	243
2018 Q1	$34K	Hold	264	–	–	0.01%	244
2017 Q4	$28K	Hold	264	–	–	﹤0.01%	245
2017 Q3	$30K	Buy	+264	New	+$29.1K	﹤0.01%	244
2015 Q4	–	Sell	-17	Closed	-$1K	–	821
2015 Q3	$1K	Buy	+17	New	+$853	﹤0.01%	713

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

Transamerica Financial Advisors's ADSK Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Autodesk (ADSK) stake by 136% in Q1 2026, buying an estimated $75.4K and bringing the position to 520 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #481.

Transamerica Financial Advisors first reported a position in ADSK in Q3 2015 and has held it in 11 quarters since. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Transamerica Financial Advisors held 520 shares of Autodesk worth $124K as of Q1 2026.
Transamerica Financial Advisors bought 300 Autodesk shares in Q1 2026, an estimated $75.4K.
Autodesk made up 0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #481 holding.
Transamerica Financial Advisors first reported a position in Autodesk in Q3 2015 and has held it in 11 quarters since.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.