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Beacon Pointe Advisors’s Autodesk ADSK Stock Holding History

Beacon Pointe 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 		$1.22M Buy
5,092
+656
+15% +$165K 0.01% 923
2025
Q4 		$1.31M Buy
4,436
+464
+12% +$140K 0.01% 742
2025
Q3 		$1.26M Buy
3,972
+136
+4% +$41.4K 0.01% 683
2025
Q2 		$1.19M Sell
3,836
-281
-7% -$79.7K 0.01% 616
2025
Q1 		$1.08M Buy
4,117
+154
+4% +$43.8K 0.01% 619
2024
Q4 		$1.17M Sell
3,963
-1,448
-27% -$428K 0.01% 596
2024
Q3 		$1.49M Sell
5,411
-1,577
-23% -$397K 0.02% 533
2024
Q2 		$1.73M Sell
6,988
-1,684
-19% -$378K 0.02% 505
2024
Q1 		$2.26M Sell
8,672
-2,666
-24% -$675K 0.03% 467
2023
Q4 		$2.76M Buy
11,338
+67
+0.6% +$14.5K 0.03% 406
2023
Q3 		$2.33M Buy
11,271
+5,026
+80% +$1.06M 0.03% 432
2023
Q2 		$1.28M Sell
6,245
-4,069
-39% -$814K 0.02% 467
2023
Q1 		$2.15M Buy
10,314
+3,589
+53% +$739K 0.04% 378
2022
Q4 		$1.26M Sell
6,725
-1,092
-14% -$219K 0.02% 458
2022
Q3 		$1.46M Buy
7,817
+1,922
+33% +$388K 0.03% 384
2022
Q2 		$1.02M Sell
5,895
-23,612
-80% -$4.54M 0.02% 466
2022
Q1 		$6.33M Buy
29,507
+22,837
+342% +$5.26M 0.09% 215
2021
Q4 		$1.88M Buy
6,670
+1,806
+37% +$526K 0.05% 264
2021
Q3 		$1.39M Sell
4,864
-1,863
-28% -$570K 0.03% 349
2021
Q2 		$1.96M Buy
6,727
+2,656
+65% +$758K 0.07% 222
2021
Q1 		$1.13M Buy
4,071
+161
+4% +$46.4K 0.07% 196
2020
Q4 		$1.19M Buy
3,910
+982
+34% +$259K 0.08% 181
2020
Q3 		$677K Buy
2,928
+1,206
+70% +$287K 0.07% 199
2020
Q2 		$412K Buy
+1,722
New +$338K 0.04% 262

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

Beacon Pointe Advisors's ADSK Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Autodesk (ADSK) stake by 15% in Q1 2026, buying an estimated $165K and bringing the position to 5,092 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #923.

Beacon Pointe Advisors first reported a position in ADSK in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.33M in Q1 2022. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Beacon Pointe Advisors held 5,092 shares of Autodesk worth $1.22M as of Q1 2026.
  • Beacon Pointe Advisors bought 656 Autodesk shares in Q1 2026, an estimated $165K.
  • Autodesk made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #923 holding.
  • Beacon Pointe Advisors first reported a position in Autodesk in Q2 2020 and has held it in 24 quarters since.
  • Beacon Pointe Advisors's Autodesk position peaked at $6.33M in Q1 2022.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.