Global Wealth Strategies & Associates ADSK AUTODESK INC COM

Ownership history in Global Wealth Strategies & Associates  ·  7 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported AUTODESK INC COM (ADSK) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows ADSK at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ADSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in AUTODESK INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ADSK was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held ADSK — position size vs. price
% of Fund (quarterly)    ADSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 250 0% 0.01% $60K 2026-04-03 $238.08
2025 Q4 UNCHANGED 250 0% 0.02% $74K 2026-01-02 $286.73
2025 Q3 UNCHANGED 250 0% 0.02% $79K 2025-10-02 $320.91
2025 Q2 UNCHANGED 250 0% 0.02% $77K 2025-07-07 $315.31
2025 Q1 UNCHANGED 250 0% 0.02% $65K 2025-04-02 $267.93
2024 Q4 UNCHANGED 250 0% 0.02% $74K 2025-01-02 $293.32
2024 Q3 INITIATED 250 0.02% $69K 2024-10-01 $267.47

FAQ About Global Wealth Strategies & Associates and ADSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning ADSK?

Global Wealth Strategies & Associates reported ADSK across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ADSK position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for ADSK was 0.02% in 2024 Q4.

What is the latest reported ADSK position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 250 shares, equal to 0.01% of portfolio, with an estimated market value of $60K.

What does the chart on this ADSK ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly ADSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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