Waverly Advisors’s Autodesk ADSK Stock Holding History

Waverly 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	$492K	Sell	2,057 -386	-16%	-$97K	﹤0.01%	1094
2025 Q4	$723K	Buy	2,443 +1,188	+95%	+$359K	0.01%	869
2025 Q3	$399K	Sell	1,255 -43	-3%	-$13.1K	﹤0.01%	935
2025 Q2	$402K	Buy	1,298 +316	+32%	+$89.7K	﹤0.01%	875
2025 Q1	$257K	Buy	982 +45	+5%	+$12.8K	﹤0.01%	979
2024 Q4	$277K	Buy	+937	New	+$277K	﹤0.01%	846
2018 Q1	–	Sell	-197	Closed	-$21K	–	184
2017 Q4	$21K	Buy	+197	New	+$23K	﹤0.01%	285
2014 Q4	–	Sell	-198	Closed	-$11K	–	413
2014 Q3	$11K	Hold	198	–	–	0.01%	445
2014 Q2	$11K	Hold	198	–	–	﹤0.01%	419
2014 Q1	$10K	Hold	198	–	–	﹤0.01%	416
2013 Q4	$10K	Buy	+198	New	+$8.68K	﹤0.01%	552

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

Waverly Advisors's ADSK Position: Q1 2026 in Review

Waverly Advisors reduced its Autodesk (ADSK) stake by 16% in Q1 2026, selling an estimated $97K and leaving 2,057 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Waverly Advisors first reported a position in ADSK in Q4 2013 and has held it in 11 quarters since. The position peaked at $723K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Waverly Advisors held 2,057 shares of Autodesk worth $492K as of Q1 2026.
Waverly Advisors sold 386 Autodesk shares in Q1 2026, an estimated $97K.
Autodesk made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1094 holding.
Waverly Advisors first reported a position in Autodesk in Q4 2013 and has held it in 11 quarters since.
Waverly Advisors's Autodesk position peaked at $723K in Q4 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.