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Triad Wealth Partners’s Autodesk ADSK Stock Holding History

Triad Wealth Partners’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 		$1.07M Buy
4,483
+333
+8% +$83.7K 0.09% 161
2025
Q4 		$1.23M Buy
4,150
+2,746
+196% +$831K 0.12% 135
2025
Q3 		$446K Buy
1,404
+16
+1% +$4.88K 0.06% 223
2025
Q2 		$430K Buy
+1,388
New +$394K 0.09% 174
2024
Q3 		– Sell
-11
Closed -$2.74K – 64
2024
Q2 		$2.74K Buy
+11
New +$2.47K ﹤0.01% 704

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

Triad Wealth Partners's ADSK Position: Q1 2026 in Review

Triad Wealth Partners increased its Autodesk (ADSK) stake by 8% in Q1 2026, buying an estimated $83.7K and bringing the position to 4,483 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #161.

Triad Wealth Partners first reported a position in ADSK in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.23M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Triad Wealth Partners held 4,483 shares of Autodesk worth $1.07M as of Q1 2026.
  • Triad Wealth Partners bought 333 Autodesk shares in Q1 2026, an estimated $83.7K.
  • Autodesk made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #161 holding.
  • Triad Wealth Partners first reported a position in Autodesk in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's Autodesk position peaked at $1.23M in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.