WBI Investments’s Autodesk ADSK Stock Holding History

WBI Investments’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	-3,610	Closed	-$1.07M	–	284
2025 Q4	$1.07M	Sell	3,610 -1,050	-23%	-$318K	0.28%	103
2025 Q3	$1.48M	Buy	+4,660	New	+$1.42M	0.38%	66

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

WBI Investments's ADSK Position: Q1 2026 in Review

WBI Investments sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 3,610 shares — an estimated $1.07M sold.

WBI Investments first reported a position in ADSK in Q3 2025 and held it in 2 quarters. The position peaked at $1.48M in Q3 2025. 1,312 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

WBI Investments reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 3,610 Autodesk shares in Q1 2026, an estimated $1.07M.
WBI Investments first reported a position in Autodesk in Q3 2025 and held it in 2 quarters.
WBI Investments's Autodesk position peaked at $1.48M in Q3 2025.
1,312 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.