WWM
ADSK icon

Western Wealth Management’s Autodesk ADSK Stock Holding History

Western Wealth Management’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
-1,994
Closed -$590K – 957
2025
Q4 		$590K Sell
1,994
-375
-16% -$113K 0.03% 475
2025
Q3 		$753K Buy
2,369
+322
+16% +$98.1K 0.04% 359
2025
Q2 		$634K Buy
2,047
+230
+13% +$65.3K 0.04% 361
2025
Q1 		$476K Buy
1,817
+1,023
+129% +$291K 0.03% 409
2024
Q4 		$235K Buy
794
+30
+4% +$8.86K 0.02% 595
2024
Q3 		$210K Buy
+764
New +$192K 0.01% 705
2022
Q4 		– Sell
-1,758
Closed -$327K – 612
2022
Q3 		$327K Buy
1,758
+11
+0.6% +$2.22K 0.02% 606
2022
Q2 		$302K Sell
1,747
-174
-9% -$33.5K 0.02% 608
2022
Q1 		$412K Buy
1,921
+723
+60% +$167K 0.02% 583
2021
Q4 		$339K Buy
+1,198
New +$349K 0.03% 431
2021
Q2 		$264K Buy
899
+101
+13% +$28.8K 0.03% 529
2021
Q1 		$221K Buy
798
+11
+1% +$3.17K 0.03% 480
2020
Q4 		$240K Buy
+787
New +$207K 0.04% 403

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

Western Wealth Management's ADSK Position: Q1 2026 in Review

Western Wealth Management sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 1,994 shares — an estimated $590K sold.

Western Wealth Management first reported a position in ADSK in Q4 2020 and held it in 13 quarters. The position peaked at $753K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Western Wealth Management reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Western Wealth Management sold 1,994 Autodesk shares in Q1 2026, an estimated $590K.
  • Western Wealth Management first reported a position in Autodesk in Q4 2020 and held it in 13 quarters.
  • Western Wealth Management's Autodesk position peaked at $753K in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.