Winch Advisory Services’s Autodesk ADSK Stock Holding History

Winch Advisory Services’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	$1.68K	Hold	7	–	–	﹤0.01%	440
2025 Q4	$2.07K	Hold	7	–	–	﹤0.01%	420
2025 Q3	$2.22K	Hold	7	–	–	﹤0.01%	416
2025 Q2	$2.17K	Hold	7	–	–	﹤0.01%	404
2025 Q1	$1.83K	Hold	7	–	–	﹤0.01%	419
2024 Q4	$2.07K	Hold	7	–	–	﹤0.01%	439
2024 Q3	$1.93K	Hold	7	–	–	﹤0.01%	380
2024 Q2	$1.73K	Hold	7	–	–	﹤0.01%	383
2024 Q1	$1.82K	Hold	7	–	–	﹤0.01%	376
2023 Q4	$1.7K	Hold	7	–	–	﹤0.01%	370
2023 Q3	$1K	Hold	7	–	–	﹤0.01%	377
2023 Q2	$1K	Hold	7	–	–	﹤0.01%	378
2023 Q1	$1K	Hold	7	–	–	﹤0.01%	375
2022 Q4	$1K	Hold	7	–	–	﹤0.01%	358
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	346
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	369
2022 Q1	$2K	Sell	7 -7	-50%	-$1.61K	﹤0.01%	366
2021 Q4	$4K	Hold	14	–	–	﹤0.01%	338
2021 Q3	$4K	Hold	14	–	–	﹤0.01%	339
2021 Q2	$4K	Hold	14	–	–	﹤0.01%	346
2021 Q1	$4K	Hold	14	–	–	﹤0.01%	323
2020 Q4	$4K	Buy	+14	New	+$3.69K	﹤0.01%	310

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

Winch Advisory Services's ADSK Position: Q1 2026 in Review

Winch Advisory Services held its Autodesk (ADSK) position steady in Q1 2026 at 7 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Winch Advisory Services first reported a position in ADSK in Q4 2020 and has held it in 22 quarters since. The position peaked at $4K in Q4 2021. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Winch Advisory Services held 7 shares of Autodesk worth $1.68K as of Q1 2026.
Winch Advisory Services left its Autodesk share count unchanged in Q1 2026.
Autodesk made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #440 holding.
Winch Advisory Services first reported a position in Autodesk in Q4 2020 and has held it in 22 quarters since.
Winch Advisory Services's Autodesk position peaked at $4K in Q4 2021.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.