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Wealth Preservation Advisors’s Autodesk ADSK Stock Holding History

Wealth Preservation 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 		$26.3K Buy
+110
New +$27.6K 0.02% 273

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

Wealth Preservation Advisors's ADSK Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Autodesk (ADSK) in Q1 2026: 110 shares worth $26.3K. The stake represents 0.02% of the portfolio and ranks #273 among its holdings.

1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Wealth Preservation Advisors held 110 shares of Autodesk worth $26.3K as of Q1 2026.
  • Autodesk was a new Wealth Preservation Advisors position in Q1 2026.
  • Autodesk made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #273 holding.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

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