U.S. Capital Wealth Advisors’s Autodesk ADSK Stock Holding History

U.S. Capital 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	$371K	Buy	1,550 +77	+5%	+$19.4K	0.01%	749
2025 Q4	$436K	Buy	1,473 +118	+9%	+$35.7K	0.01%	696
2025 Q3	$430K	Buy	1,355 +83	+7%	+$25.3K	0.01%	671
2025 Q2	$394K	Buy	1,272 +120	+10%	+$34K	0.01%	658
2025 Q1	$302K	Sell	1,152 -5	-0.4%	-$1.42K	0.01%	699
2024 Q4	$342K	Buy	1,157 +63	+6%	+$18.6K	0.01%	655
2024 Q3	$301K	Hold	1,094	–	–	0.01%	585
2024 Q2	$271K	Buy	1,094 +9	+0.8%	+$2.02K	0.01%	588
2024 Q1	$283K	Sell	1,085 -13	-1%	-$3.29K	0.01%	578
2023 Q4	$267K	Sell	1,098 -3	-0.3%	-$648	0.01%	576
2023 Q3	$228K	Buy	1,101 +25	+2%	+$5.25K	0.01%	570
2023 Q2	$220K	Buy	1,076 +37	+4%	+$7.4K	0.01%	608
2023 Q1	$216K	Hold	1,039	–	–	0.01%	595
2022 Q4	$194K	Buy	+1,039	New	+$209K	0.01%	610
2022 Q3	–	Sell	-1,339	Closed	-$230K	–	636
2022 Q2	$230K	Sell	1,339 -275	-17%	-$52.9K	0.01%	604
2022 Q1	$346K	Sell	1,614 -54	-3%	-$12.4K	0.01%	575
2021 Q4	$469K	Buy	1,668 +100	+6%	+$29.1K	0.02%	526
2021 Q3	$447K	Buy	+1,568	New	+$480K	0.02%	528

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

U.S. Capital Wealth Advisors's ADSK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Autodesk (ADSK) stake by 5.2% in Q1 2026, buying an estimated $19.4K and bringing the position to 1,550 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #749.

U.S. Capital Wealth Advisors first reported a position in ADSK in Q3 2021 and has held it in 18 quarters since. The position peaked at $469K in Q4 2021. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

U.S. Capital Wealth Advisors held 1,550 shares of Autodesk worth $371K as of Q1 2026.
U.S. Capital Wealth Advisors bought 77 Autodesk shares in Q1 2026, an estimated $19.4K.
Autodesk made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #749 holding.
U.S. Capital Wealth Advisors first reported a position in Autodesk in Q3 2021 and has held it in 18 quarters since.
U.S. Capital Wealth Advisors's Autodesk position peaked at $469K in Q4 2021.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.