TriaGen Wealth Management’s Autodesk ADSK Stock Holding History

TriaGen 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	–	Sell	-740	Closed	-$219K	–	173
2025 Q4	$219K	Hold	740	–	–	0.06%	167
2025 Q3	$235K	Sell	740 -205	-22%	-$62.5K	0.06%	166
2025 Q2	$293K	Hold	945	–	–	0.09%	149
2025 Q1	$247K	Hold	945	–	–	0.09%	147
2024 Q4	$279K	Sell	945 -90	-9%	-$26.6K	0.09%	146
2024 Q3	$285K	Hold	1,035	–	–	0.1%	144
2024 Q2	$256K	Hold	1,035	–	–	0.1%	146
2024 Q1	$270K	Hold	1,035	–	–	0.11%	139
2023 Q4	$252K	Buy	1,035 +35	+4%	+$7.56K	0.12%	140
2023 Q3	$207K	Hold	1,000	–	–	0.11%	147
2023 Q2	$205K	Hold	1,000	–	–	0.09%	158
2023 Q1	$208K	Buy	+1,000	New	+$206K	0.1%	154
2022 Q2	–	Sell	-1,000	Closed	-$214K	–	156
2022 Q1	$214K	Hold	1,000	–	–	0.11%	158
2021 Q4	$281K	Hold	1,000	–	–	0.14%	148
2021 Q3	$285K	Hold	1,000	–	–	0.16%	149
2021 Q2	$321K	Hold	1,000	–	–	0.17%	142
2021 Q1	$277K	Sell	1,000 -578	-37%	-$167K	0.16%	140
2020 Q4	$482K	Buy	+1,578	New	+$416K	0.28%	101

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

TriaGen Wealth Management's ADSK Position: Q1 2026 in Review

TriaGen Wealth Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 740 shares — an estimated $219K sold.

TriaGen Wealth Management first reported a position in ADSK in Q4 2020 and held it in 18 quarters. The position peaked at $482K in Q4 2020. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

TriaGen Wealth Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
TriaGen Wealth Management sold 740 Autodesk shares in Q1 2026, an estimated $219K.
TriaGen Wealth Management first reported a position in Autodesk in Q4 2020 and held it in 18 quarters.
TriaGen Wealth Management's Autodesk position peaked at $482K in Q4 2020.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.