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Twin Peaks Wealth Advisors’s Autodesk ADSK Stock Holding History

Twin Peaks Wealth 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 		$44.7K Buy
+187
New +$47K 0.01% 460
2025
Q3 		– Sell
-120
Closed -$33.9K – 197
2025
Q2 		$33.9K Buy
+120
New +$34K 0.01% 440

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

Twin Peaks Wealth Advisors's ADSK Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Autodesk (ADSK) in Q1 2026: 187 shares worth $44.7K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ADSK as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ADSK in Q2 2025 and has held it in 2 quarters since. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Twin Peaks Wealth Advisors held 187 shares of Autodesk worth $44.7K as of Q1 2026.
  • Autodesk was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Autodesk made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #460 holding.
  • Twin Peaks Wealth Advisors first reported a position in Autodesk in Q2 2025 and has held it in 2 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.