WFI
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West Family Investments’s Autodesk ADSK Stock Holding History

West Family 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
-1,688
Closed -$500K – 260
2025
Q4 		$500K Buy
1,688
+216
+15% +$65.4K 0.12% 166
2025
Q3 		$468K Buy
1,472
+373
+34% +$114K 0.1% 191
2025
Q2 		$340K Buy
+1,099
New +$312K 0.09% 233

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

West Family Investments's ADSK Position: Q1 2026 in Review

West Family Investments sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 1,688 shares — an estimated $500K sold.

West Family Investments first reported a position in ADSK in Q2 2025 and held it in 3 quarters. The position peaked at $500K in Q4 2025. 1,313 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • West Family Investments reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 1,688 Autodesk shares in Q1 2026, an estimated $500K.
  • West Family Investments first reported a position in Autodesk in Q2 2025 and held it in 3 quarters.
  • West Family Investments's Autodesk position peaked at $500K in Q4 2025.
  • 1,313 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.