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Wealthspire Advisors (New York)’s Autodesk ADSK Stock Holding History

Wealthspire Advisors (New York)’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 		$298K Sell
1,244
-1,975
-61% -$496K ﹤0.01% 729
2025
Q4 		$953K Buy
3,219
+1,902
+144% +$575K 0.01% 438
2025
Q3 		$418K Sell
1,317
-402
-23% -$123K ﹤0.01% 579
2025
Q2 		$532K Buy
1,719
+348
+25% +$98.7K ﹤0.01% 526
2025
Q1 		$359K Sell
1,371
-297
-18% -$84.5K ﹤0.01% 595
2024
Q4 		$493K Sell
1,668
-53
-3% -$15.7K ﹤0.01% 517
2024
Q3 		$474K Buy
1,721
+40
+2% +$10.1K ﹤0.01% 507
2024
Q2 		$416K Buy
1,681
+29
+2% +$6.51K 0.01% 465
2024
Q1 		$430K Sell
1,652
-151
-8% -$38.2K 0.01% 451
2023
Q4 		$439K Buy
1,803
+129
+8% +$27.9K 0.01% 434
2023
Q3 		$346K Buy
+1,674
New +$352K 0.01% 459
2022
Q1 		– Sell
-1,589
Closed -$447K – 433
2021
Q4 		$447K Buy
1,589
+517
+48% +$151K 0.01% 341
2021
Q3 		$306K Buy
+1,072
New +$328K 0.01% 459
2021
Q2 		– Sell
-11,173
Closed -$3.1M – 374
2021
Q1 		$3.1M Sell
11,173
-380
-3% -$110K 0.07% 125
2020
Q4 		$3.53M Buy
11,553
+2,010
+21% +$530K 0.11% 90
2020
Q3 		$2.21M Buy
9,543
+1,714
+22% +$407K 0.13% 77
2020
Q2 		$1.87M Buy
7,829
+2,873
+58% +$565K 0.13% 71
2020
Q1 		$774K Buy
4,956
+3,816
+335% +$700K 0.03% 233
2019
Q4 		$209K Buy
+1,140
New +$185K 0.02% 199
2019
Q1 		– Sell
-193
Closed -$25K – 60
2018
Q4 		$25K Buy
+193
New +$26.1K ﹤0.01% 292

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

Wealthspire Advisors (New York)'s ADSK Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Autodesk (ADSK) stake by 61% in Q1 2026, selling an estimated $496K and leaving 1,244 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Wealthspire Advisors (New York) first reported a position in ADSK in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.53M in Q4 2020. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,244 shares of Autodesk worth $298K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,975 Autodesk shares in Q1 2026, an estimated $496K.
  • Autodesk made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #729 holding.
  • Wealthspire Advisors (New York) first reported a position in Autodesk in Q4 2018 and has held it in 20 quarters since.
  • Wealthspire Advisors (New York)'s Autodesk position peaked at $3.53M in Q4 2020.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.