USA Financial Formulas’s Autodesk ADSK Stock Holding History

USA Financial Formulas’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	$9.1K	Hold	38	–	–	﹤0.01%	308
2025 Q4	$11.2K	Buy	+38	New	+$11.5K	﹤0.01%	278
2025 Q2	–	Sell	-5,302	Closed	-$1.39M	–	244
2025 Q1	$1.39M	Buy	5,302 +922	+21%	+$262K	0.23%	32
2024 Q4	$1.29M	Buy	+4,380	New	+$1.29M	0.2%	25
2024 Q2	–	Sell	-3,471	Closed	-$904K	–	299
2024 Q1	$904K	Buy	+3,471	New	+$878K	0.15%	75
2023 Q4	–	Sell	-3	Closed	-$621	–	339
2023 Q3	$621	Hold	3	–	–	﹤0.01%	428
2023 Q2	$614	Hold	3	–	–	﹤0.01%	411
2023 Q1	$624	Buy	+3	New	+$618	﹤0.01%	338
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	205
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	230
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	262
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	285
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	335
2021 Q2	$1K	Sell	3 -3,525	-100%	-$1.01M	﹤0.01%	331
2021 Q1	$978K	Buy	3,528 +644	+22%	+$186K	0.79%	63
2020 Q4	$881K	Buy	2,884 +2,881	+96,033%	+$759K	0.7%	58
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	231
2020 Q2	$1K	Buy	+3	New	+$590	﹤0.01%	137
2015 Q2	–	Sell	-35,319	Closed	-$2.07M	–	203
2015 Q1	$2.07M	Sell	35,319 -11,472	-25%	-$679K	0.68%	56
2014 Q4	$2.81M	Buy	+46,791	New	+$2.71M	0.96%	22

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

USA Financial Formulas's ADSK Position: Q1 2026 in Review

USA Financial Formulas held its Autodesk (ADSK) position steady in Q1 2026 at 38 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

USA Financial Formulas first reported a position in ADSK in Q4 2014 and has held it in 20 quarters since. The position peaked at $2.81M in Q4 2014. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

USA Financial Formulas held 38 shares of Autodesk worth $9.1K as of Q1 2026.
USA Financial Formulas left its Autodesk share count unchanged in Q1 2026.
Autodesk made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #308 holding.
USA Financial Formulas first reported a position in Autodesk in Q4 2014 and has held it in 20 quarters since.
USA Financial Formulas's Autodesk position peaked at $2.81M in Q4 2014.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.