Wharton Business Group’s Autodesk ADSK Stock Holding History

Wharton Business Group’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	$346K	Hold	1,445	–	–	0.01%	112
2025 Q4	$428K	Hold	1,445	–	–	0.02%	101
2025 Q3	$459K	Hold	1,445	–	–	0.02%	102
2025 Q2	$447K	Hold	1,445	–	–	0.02%	103
2025 Q1	$378K	Hold	1,445	–	–	0.02%	105
2024 Q4	$427K	Hold	1,445	–	–	0.02%	101
2024 Q3	$398K	Sell	1,445 -37	-2%	-$9.31K	0.02%	107
2024 Q2	$367K	Buy	1,482 +37	+3%	+$8.31K	0.02%	105
2024 Q1	$376K	Hold	1,445	–	–	0.02%	105
2023 Q4	$352K	Hold	1,445	–	–	0.02%	105
2023 Q3	$299K	Hold	1,445	–	–	0.02%	118
2023 Q2	$296K	Hold	1,445	–	–	0.02%	113
2023 Q1	$300K	Hold	1,445	–	–	0.02%	116
2022 Q4	$270K	Hold	1,445	–	–	0.02%	124
2022 Q3	$269K	Hold	1,445	–	–	0.02%	114
2022 Q2	$248K	Hold	1,445	–	–	0.02%	120
2022 Q1	$310K	Hold	1,445	–	–	0.02%	112
2021 Q4	$406K	Buy	+1,445	New	+$421K	0.03%	101
2021 Q3	–	Sell	-1,445	Closed	-$422K	–	68
2021 Q2	$422K	Sell	1,445 -380	-21%	-$108K	0.03%	86
2021 Q1	$506K	Hold	1,825	–	–	0.04%	74
2020 Q4	$557K	Hold	1,825	–	–	0.05%	70
2020 Q3	$422K	Hold	1,825	–	–	0.04%	74
2020 Q2	$437K	Buy	1,825 +200	+12%	+$39.3K	0.04%	72
2020 Q1	$254K	Hold	1,625	–	–	0.03%	87
2019 Q4	$298K	Buy	+1,625	New	+$263K	0.03%	94

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

Wharton Business Group's ADSK Position: Q1 2026 in Review

Wharton Business Group held its Autodesk (ADSK) position steady in Q1 2026 at 1,445 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #112.

Wharton Business Group first reported a position in ADSK in Q4 2019 and has held it in 25 quarters since. The position peaked at $557K in Q4 2020. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Wharton Business Group held 1,445 shares of Autodesk worth $346K as of Q1 2026.
Wharton Business Group left its Autodesk share count unchanged in Q1 2026.
Autodesk made up 0.01% of Wharton Business Group's portfolio in Q1 2026, its #112 holding.
Wharton Business Group first reported a position in Autodesk in Q4 2019 and has held it in 25 quarters since.
Wharton Business Group's Autodesk position peaked at $557K in Q4 2020.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.