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Whipplewood Advisors’s Autodesk ADSK Stock Holding History

Whipplewood 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 		$11K Buy
+46
New +$11.6K 0.01% 470
2025
Q3 		– Sell
-85
Closed -$26.3K – 308
2025
Q2 		$26.3K Buy
85
+17
+25% +$4.82K 0.01% 415
2025
Q1 		$13.4K Buy
68
+25
+58% +$7.11K 0.01% 516
2024
Q4 		$12.7K Buy
+43
New +$12.7K 0.01% 521

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

Whipplewood Advisors's ADSK Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Autodesk (ADSK) in Q1 2026: 46 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in ADSK as recently as Q2 2025.

Whipplewood Advisors first reported a position in ADSK in Q4 2024 and has held it in 4 quarters since. The position peaked at $26.3K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Whipplewood Advisors held 46 shares of Autodesk worth $11K as of Q1 2026.
  • Autodesk was a new Whipplewood Advisors position in Q1 2026.
  • Autodesk made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #470 holding.
  • Whipplewood Advisors first reported a position in Autodesk in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Autodesk position peaked at $26.3K in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.